AF
ME

Allworth Financial’s 23andMe Holding Co ME Stock Holding History

Allworth Financial’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
-100
Closed -$353 – 4226
2024
Q4 		$353 Hold
100
– – ﹤0.01% 3678
2024
Q3 		$695 Hold
100
– – ﹤0.01% 3342
2024
Q2 		$884 Hold
100
– – ﹤0.01% 3200
2024
Q1 		$1.06K Hold
100
– – ﹤0.01% 3058
2023
Q4 		$1.83K Hold
100
– – ﹤0.01% 2711
2023
Q3 		$1.96K Hold
100
– – ﹤0.01% 2549
2023
Q2 		$3.5K Hold
100
– – ﹤0.01% 2254
2023
Q1 		$4.56K Sell
100
-1,333
-93% -$64.3K ﹤0.01% 2073
2022
Q4 		$2.03M Buy
1,433
+1,333
+1,333% +$77.6K 0.02% 241
2022
Q3 		$6K Hold
100
– – ﹤0.01% 1853
2022
Q2 		$5K Buy
+100
New +$5.79K ﹤0.01% 1780
2022
Q1 		– Sell
-50
Closed -$7K – 2437
2021
Q4 		$7K Buy
+50
New +$9.23K ﹤0.01% 1505

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

Allworth Financial's ME Position: Q1 2025 in Review

Allworth Financial sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 100 shares — an estimated $353 sold.

Allworth Financial first reported a position in ME in Q4 2021 and held it in 12 quarters. The position peaked at $2.03M in Q4 2022. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

  • Allworth Financial reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
  • Allworth Financial sold 100 23andMe Holding Co shares in Q1 2025, an estimated $353.
  • Allworth Financial first reported a position in 23andMe Holding Co in Q4 2021 and held it in 12 quarters.
  • Allworth Financial's 23andMe Holding Co position peaked at $2.03M in Q4 2022.
  • 12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.