AWM
ME

Abound Wealth Management’s 23andMe Holding Co ME Stock Holding History

Abound Wealth Management’s Portfolio ME Stock Details ME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-34
Closed -$237 – 1359
2024
Q3 		$237 Buy
+34
New +$254 ﹤0.01% 1070

Other funds holding ME

NCPI
NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abound Wealth Management's ME Position: Q4 2024 in Review

Abound Wealth Management sold out of 23andMe Holding Co (ME) in Q4 2024, closing a stake of 34 shares — an estimated $237 sold.

Abound Wealth Management first reported a position in ME in Q3 2024 and held it in 1 quarter. The position peaked at $237 in Q3 2024. 66 funds tracked by Wall St. Rank hold ME as of Q4 2024.

  • Abound Wealth Management reported no remaining 23andMe Holding Co position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 34 23andMe Holding Co shares in Q4 2024, an estimated $237.
  • Abound Wealth Management first reported a position in 23andMe Holding Co in Q3 2024 and held it in 1 quarter.
  • Abound Wealth Management's 23andMe Holding Co position peaked at $237 in Q3 2024.
  • 66 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.