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Valeo Financial Advisors’s NeoGenomics NEO Stock Holding History

Valeo Financial Advisors’s Portfolio NEO Stock Details NEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,000
Closed -$48K – 1334
2021
Q1 		$48K Sell
1,000
-2
-0.2% -$104 ﹤0.01% 885
2020
Q4 		$54K Buy
1,002
+2
+0.2% +$90 ﹤0.01% 755
2020
Q3 		$37K Buy
1,000
+600
+150% +$22.3K ﹤0.01% 745
2020
Q2 		$12K Hold
400
– – ﹤0.01% 1231
2020
Q1 		$11K Hold
400
– – ﹤0.01% 1066
2019
Q4 		$12K Buy
+400
New +$9.53K ﹤0.01% 1060

Other funds holding NEO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return