AWM
ME

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

Avior 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
-63
Closed -$204 – 2458
2024
Q4 		$204 Hold
63
– – ﹤0.01% 2362
2024
Q3 		$434 Hold
63
– – ﹤0.01% 2184
2024
Q2 		$489 Sell
63
-3
-5% -$29 ﹤0.01% 2121
2024
Q1 		$698 Buy
66
+3
+5% +$39 ﹤0.01% 2480
2023
Q4 		$1.14K Hold
63
– – ﹤0.01% 1362
2023
Q3 		$1.22K Buy
63
+50
+385% +$1.4K ﹤0.01% 1430
2023
Q2 		$437 Hold
13
– – ﹤0.01% 1472
2023
Q1 		$570 Hold
13
– – ﹤0.01% 1509
2022
Q4 		$540 Hold
13
– – ﹤0.01% 1173
2022
Q3 		$0 Hold
13
– – ﹤0.01% 1320
2022
Q2 		$0 Hold
13
– – ﹤0.01% 1257
2022
Q1 		$0 Hold
13
– – ﹤0.01% 1268
2021
Q4 		$1K Hold
13
– – ﹤0.01% 1068
2021
Q3 		$2K Hold
13
– – ﹤0.01% 957
2021
Q2 		$2K Buy
+13
New +$2.71K ﹤0.01% 925

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

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

Avior Wealth Management sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 63 shares — an estimated $204 sold.

Avior Wealth Management first reported a position in ME in Q2 2021 and held it in 15 quarters. The position peaked at $2K in Q3 2021. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

  • Avior Wealth Management reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 63 23andMe Holding Co shares in Q1 2025, an estimated $204.
  • Avior Wealth Management first reported a position in 23andMe Holding Co in Q2 2021 and held it in 15 quarters.
  • Avior Wealth Management's 23andMe Holding Co position peaked at $2K in Q3 2021.
  • 12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.