Blue Bell Private Wealth Management’s 23andMe Holding Co ME Stock Holding History

Blue Bell Private 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
2025 Q1	–	Sell	-25	Closed	-$81	–	760
2024 Q4	$81	Hold	25	–	–	﹤0.01%	671
2024 Q3	$174	Hold	25	–	–	﹤0.01%	679
2024 Q2	$196	Hold	25	–	–	﹤0.01%	704
2024 Q1	$266	Hold	25	–	–	﹤0.01%	716
2023 Q4	$457	Hold	25	–	–	﹤0.01%	704
2023 Q3	$489	Hold	25	–	–	﹤0.01%	664
2023 Q2	$875	Hold	25	–	–	﹤0.01%	645
2023 Q1	$1.14K	Hold	25	–	–	﹤0.01%	603
2022 Q4	$1.08K	Hold	25	–	–	﹤0.01%	627
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	731
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	780
2022 Q1	$2K	Hold	25	–	–	﹤0.01%	729
2021 Q4	$3K	Buy	+25	New	+$4.62K	﹤0.01%	644

Other funds holding ME

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Bell Private Wealth Management's ME Position: Q1 2025 in Review

Blue Bell Private Wealth Management sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 25 shares — an estimated $81 sold.

Blue Bell Private Wealth Management first reported a position in ME in Q4 2021 and held it in 13 quarters. The position peaked at $3K in Q4 2021. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

Blue Bell Private Wealth Management reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 25 23andMe Holding Co shares in Q1 2025, an estimated $81.
Blue Bell Private Wealth Management first reported a position in 23andMe Holding Co in Q4 2021 and held it in 13 quarters.
Blue Bell Private Wealth Management's 23andMe Holding Co position peaked at $3K in Q4 2021.
12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.