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
2022
Q2 		– Sell
-15,000
Closed -$1.15M – 8508
2022
Q1 		$1.15M Sell
15,000
-32,500
-68% -$2.97M ﹤0.01% 5101
2021
Q4 		$6.33M Buy
+47,500
New +$8.77M ﹤0.01% 3414

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 $171B AUM 85% 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.