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VitalStone Financial’s NeoGenomics NEO Stock Holding History

VitalStone Financial’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
2024
Q3 		$221 Hold
15
– – ﹤0.01% 461
2024
Q2 		$208 Hold
15
– – ﹤0.01% 458
2024
Q1 		$0 Hold
15
– – ﹤0.01% 555
2023
Q4 		$0 Hold
15
– – ﹤0.01% 550
2023
Q3 		$0 Hold
15
– – ﹤0.01% 559
2023
Q2 		$0 Hold
15
– – ﹤0.01% 996
2023
Q1 		$1K Hold
15
– – ﹤0.01% 341
2022
Q4 		$0 Buy
+15
New +$140 ﹤0.01% 558

Other funds holding NEO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VitalStone Financial's NEO Position: Q3 2024 in Review

VitalStone Financial held its NeoGenomics (NEO) position steady in Q3 2024 at 15 shares worth $221. The position accounts for ﹤0.01% of the portfolio, ranked #461.

VitalStone Financial first reported a position in NEO in Q4 2022 and has held it in 8 quarters since. The position peaked at $1K in Q1 2023. 270 funds tracked by Wall St. Rank hold NEO as of Q3 2024.

  • VitalStone Financial held 15 shares of NeoGenomics worth $221 as of Q3 2024.
  • VitalStone Financial left its NeoGenomics share count unchanged in Q3 2024.
  • NeoGenomics made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #461 holding.
  • VitalStone Financial first reported a position in NeoGenomics in Q4 2022 and has held it in 8 quarters since.
  • VitalStone Financial's NeoGenomics position peaked at $1K in Q1 2023.
  • 270 funds tracked by Wall St. Rank held NeoGenomics as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.