AWM
ME

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

Axxcess 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
2022
Q1 		– Sell
-559
Closed -$74K – 718
2021
Q4 		$74K Buy
+559
New +$103K 0.01% 616

Other funds holding ME

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
Revelation Capital Management Sausalito, California $67.4M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Axxcess Wealth Management's ME Position: Q1 2022 in Review

Axxcess Wealth Management sold out of 23andMe Holding Co (ME) in Q1 2022, closing a stake of 559 shares — an estimated $74K sold.

Axxcess Wealth Management first reported a position in ME in Q4 2021 and held it in 1 quarter. The position peaked at $74K in Q4 2021. 161 funds tracked by Wall St. Rank hold ME as of Q1 2022.

  • Axxcess Wealth Management reported no remaining 23andMe Holding Co position as of Q1 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 559 23andMe Holding Co shares in Q1 2022, an estimated $74K.
  • Axxcess Wealth Management first reported a position in 23andMe Holding Co in Q4 2021 and held it in 1 quarter.
  • Axxcess Wealth Management's 23andMe Holding Co position peaked at $74K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2022.

Based on Axxcess Wealth Management's 13F filing for Q1 2022, filed 11 Aug 2022.