WR Wealth Planners’s NeoGenomics NEO Stock Holding History

WR Wealth Planners’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 Q2	–	Sell	-50	Closed	-$786	–	1196
2024 Q1	$786	Buy	+50	New	+$772	﹤0.01%	993

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

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

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WR Wealth Planners's NEO Position: Q2 2024 in Review

WR Wealth Planners sold out of NeoGenomics (NEO) in Q2 2024, closing a stake of 50 shares — an estimated $786 sold.

WR Wealth Planners first reported a position in NEO in Q1 2024 and held it in 1 quarter. The position peaked at $786 in Q1 2024. 259 funds tracked by Wall St. Rank hold NEO as of Q2 2024.

WR Wealth Planners reported no remaining NeoGenomics position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 50 NeoGenomics shares in Q2 2024, an estimated $786.
WR Wealth Planners first reported a position in NeoGenomics in Q1 2024 and held it in 1 quarter.
WR Wealth Planners's NeoGenomics position peaked at $786 in Q1 2024.
259 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.