AWM
ME

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

Accredited 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
2025
Q1 		– Sell
-210
Closed -$683 – 421
2024
Q4 		$683 Buy
+210
New +$911 ﹤0.01% 341

Other funds holding ME

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Accredited Wealth Management's ME Position: Q1 2025 in Review

Accredited Wealth Management sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 210 shares — an estimated $683 sold.

Accredited Wealth Management first reported a position in ME in Q4 2024 and held it in 1 quarter. The position peaked at $683 in Q4 2024. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

  • Accredited Wealth Management reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 210 23andMe Holding Co shares in Q1 2025, an estimated $683.
  • Accredited Wealth Management first reported a position in 23andMe Holding Co in Q4 2024 and held it in 1 quarter.
  • Accredited Wealth Management's 23andMe Holding Co position peaked at $683 in Q4 2024.
  • 12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on Accredited Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.