Bank of America
ME

Bank of America’s 23andMe Holding Co ME Stock Holding History

Bank of America’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
-559
Closed -$1.82K – 8719
2024
Q4 		$1.82K Sell
559
-3,036
-84% -$13.2K ﹤0.01% 7210
2024
Q3 		$24.9K Sell
3,595
-13,335
-79% -$99.5K ﹤0.01% 6699
2024
Q2 		$132K Sell
16,930
-1,755
-9% -$16.8K ﹤0.01% 6108
2024
Q1 		$199K Buy
18,685
+575
+3% +$7.4K ﹤0.01% 5887
2023
Q4 		$331K Buy
18,110
+8,051
+80% +$139K ﹤0.01% 5774
2023
Q3 		$197K Buy
10,059
+2,705
+37% +$75.8K ﹤0.01% 5915
2023
Q2 		$257K Sell
7,354
-1,317
-15% -$52.4K ﹤0.01% 5663
2023
Q1 		$395K Buy
8,671
+1,095
+14% +$52.8K ﹤0.01% 5529
2022
Q4 		$327K Buy
7,576
+4,547
+150% +$265K ﹤0.01% 5649
2022
Q3 		$174K Buy
3,029
+2,136
+239% +$140K ﹤0.01% 6066
2022
Q2 		$44K Sell
893
-17,499
-95% -$1.01M ﹤0.01% 6898
2022
Q1 		$1.41M Sell
18,392
-29,918
-62% -$2.73M ﹤0.01% 4909
2021
Q4 		$6.43M Buy
48,310
+48,202
+44,631% +$8.9M ﹤0.01% 3400
2021
Q3 		$20K Buy
108
+43
+66% +$7.64K ﹤0.01% 7389
2021
Q2 		$15K Hold
65
– – ﹤0.01% 7220
2021
Q1 		$13K Buy
+65
New +$15.9K ﹤0.01% 6968

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 $38B AUM 39.14% 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 $6.56B AUM 32.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of America's ME Position: Q1 2025 in Review

Bank of America sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 559 shares — an estimated $1.82K sold.

Bank of America first reported a position in ME in Q1 2021 and held it in 16 quarters. The position peaked at $6.43M in Q4 2021. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

  • Bank of America reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
  • Bank of America sold 559 23andMe Holding Co shares in Q1 2025, an estimated $1.82K.
  • Bank of America first reported a position in 23andMe Holding Co in Q1 2021 and held it in 16 quarters.
  • Bank of America's 23andMe Holding Co position peaked at $6.43M in Q4 2021.
  • 12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on Bank of America's 13F filing for Q1 2025, filed 15 May 2025.