BRWA
ME

B. Riley Wealth Advisors’s 23andMe Holding Co ME Stock Holding History

B. Riley Wealth Advisors’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
-1,106
Closed -$7.69K – 1316
2024
Q3 		$7.69K Buy
+1,106
New +$8.25K ﹤0.01% 1262
2022
Q3 		– Sell
-509
Closed -$26K – 1552
2022
Q2 		$26K Sell
509
-300
-37% -$17.4K ﹤0.01% 1194
2022
Q1 		$62K Sell
809
-454
-36% -$41.4K ﹤0.01% 1327
2021
Q4 		$169K Buy
+1,263
New +$233K ﹤0.01% 1295

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

B. Riley Wealth Advisors's ME Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of 23andMe Holding Co (ME) in Q4 2024, closing a stake of 1,106 shares — an estimated $7.69K sold.

B. Riley Wealth Advisors first reported a position in ME in Q4 2021 and held it in 4 quarters. The position peaked at $169K in Q4 2021. 66 funds tracked by Wall St. Rank hold ME as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining 23andMe Holding Co position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,106 23andMe Holding Co shares in Q4 2024, an estimated $7.69K.
  • B. Riley Wealth Advisors first reported a position in 23andMe Holding Co in Q4 2021 and held it in 4 quarters.
  • B. Riley Wealth Advisors's 23andMe Holding Co position peaked at $169K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.