Valmark Advisers’s NeoGenomics NEO Stock Holding History

Valmark Advisers’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
2022 Q1	–	Sell	-9,202	Closed	-$314K	–	435
2021 Q4	$314K	Buy	9,202 +570	+7%	+$22.3K	0.01%	341
2021 Q3	$416K	Hold	8,632	–	–	0.01%	295
2021 Q2	$390K	Hold	8,632	–	–	0.01%	300
2021 Q1	$416K	Hold	8,632	–	–	0.01%	291
2020 Q4	$465K	Buy	8,632 +167	+2%	+$7.55K	0.01%	263
2020 Q3	$312K	Hold	8,465	–	–	0.01%	232
2020 Q2	$262K	Hold	8,465	–	–	0.01%	230
2020 Q1	$234K	Buy	+8,465	New	+$254K	0.01%	210

Other funds holding NEO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Valmark Advisers's NEO Position: Q1 2022 in Review

Valmark Advisers sold out of NeoGenomics (NEO) in Q1 2022, closing a stake of 9,202 shares — an estimated $314K sold.

Valmark Advisers first reported a position in NEO in Q1 2020 and held it in 8 quarters. The position peaked at $465K in Q4 2020. 279 funds tracked by Wall St. Rank hold NEO as of Q1 2022.

Valmark Advisers reported no remaining NeoGenomics position as of Q1 2022 after selling out during the quarter.
Valmark Advisers sold 9,202 NeoGenomics shares in Q1 2022, an estimated $314K.
Valmark Advisers first reported a position in NeoGenomics in Q1 2020 and held it in 8 quarters.
Valmark Advisers's NeoGenomics position peaked at $465K in Q4 2020.
279 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2022.

Based on Valmark Advisers's 13F filing for Q1 2022, filed 10 May 2022.