Wealthcare Advisory Partners’s NeoGenomics NEO Stock Holding History

Wealthcare Advisory Partners’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	-265	Closed	-$13K	–	1372
2021 Q1	$13K	Buy	+265	New	+$13.8K	﹤0.01%	1367
2020 Q2	–	Sell	-115	Closed	-$3K	–	994
2020 Q1	$3K	Hold	115	–	–	﹤0.01%	1243
2019 Q4	$3K	Hold	115	–	–	﹤0.01%	1205
2019 Q3	$2K	Buy	+115	New	+$2.7K	﹤0.01%	1227

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Wealthcare Advisory Partners's NEO Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of NeoGenomics (NEO) in Q2 2021, closing a stake of 265 shares — an estimated $13K sold.

Wealthcare Advisory Partners first reported a position in NEO in Q3 2019 and held it in 4 quarters. The position peaked at $13K in Q1 2021. 311 funds tracked by Wall St. Rank hold NEO as of Q2 2021.

Wealthcare Advisory Partners reported no remaining NeoGenomics position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 265 NeoGenomics shares in Q2 2021, an estimated $13K.
Wealthcare Advisory Partners first reported a position in NeoGenomics in Q3 2019 and held it in 4 quarters.
Wealthcare Advisory Partners's NeoGenomics position peaked at $13K in Q1 2021.
311 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.