AWM
ME

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

AE 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
-500
Closed -$3.48K – 2181
2024
Q3 		$3.48K Sell
500
-3
-0.6% -$22 ﹤0.01% 1232
2024
Q2 		$3.93K Buy
503
+3
+0.6% +$29 ﹤0.01% 1230
2024
Q1 		$5.32K Sell
500
-8
-2% -$103 ﹤0.01% 1141
2023
Q4 		$7.59K Buy
+508
New +$8.79K ﹤0.01% 2029

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

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

AE Wealth Management sold out of 23andMe Holding Co (ME) in Q4 2024, closing a stake of 500 shares — an estimated $3.48K sold.

AE Wealth Management first reported a position in ME in Q4 2023 and held it in 4 quarters. The position peaked at $7.59K in Q4 2023. 66 funds tracked by Wall St. Rank hold ME as of Q4 2024.

  • AE Wealth Management reported no remaining 23andMe Holding Co position as of Q4 2024 after selling out during the quarter.
  • AE Wealth Management sold 500 23andMe Holding Co shares in Q4 2024, an estimated $3.48K.
  • AE Wealth Management first reported a position in 23andMe Holding Co in Q4 2023 and held it in 4 quarters.
  • AE Wealth Management's 23andMe Holding Co position peaked at $7.59K in Q4 2023.
  • 66 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2024.

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