BCMLT
ME

Beacon Capital Management LLC (Tennessee)’s 23andMe Holding Co ME Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-5
Closed -$16 – 1200
2024
Q4 		$16 Hold
5
– – ﹤0.01% 1068
2024
Q3 		$35 Hold
5
– – ﹤0.01% 1186
2024
Q2 		$39 Hold
5
– – ﹤0.01% 1047
2024
Q1 		$53 Hold
5
– – ﹤0.01% 1048
2023
Q4 		$98 Hold
5
– – ﹤0.01% 966
2023
Q3 		$175 Hold
5
– – ﹤0.01% 997
2023
Q2 		$175 Hold
5
– – ﹤0.01% 997
2023
Q1 		$228 Hold
5
– – ﹤0.01% 914
2022
Q4 		$216 Hold
5
– – ﹤0.01% 967
2022
Q3 		$0 Hold
5
– – ﹤0.01% 998
2022
Q2 		$0 Hold
5
– – ﹤0.01% 966
2022
Q1 		$0 Buy
+5
New +$456 ﹤0.01% 966

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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

Beacon Capital Management LLC (Tennessee)'s ME Position: Q1 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 5 shares — an estimated $16 sold.

Beacon Capital Management LLC (Tennessee) first reported a position in ME in Q1 2022 and held it in 12 quarters. The position peaked at $228 in Q1 2023. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 5 23andMe Holding Co shares in Q1 2025, an estimated $16.
  • Beacon Capital Management LLC (Tennessee) first reported a position in 23andMe Holding Co in Q1 2022 and held it in 12 quarters.
  • Beacon Capital Management LLC (Tennessee)'s 23andMe Holding Co position peaked at $228 in Q1 2023.
  • 12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2025, filed 21 Apr 2025.