Blue Trust Inc’s 23andMe Holding Co ME Stock Holding History

Blue Trust Inc’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
2023 Q2	–	Sell	-6	Closed	–	–	2617
2023 Q1	$0	Buy	+6	New	+$290	﹤0.01%	2698
2022 Q3	–	Sell	-9	Closed	-$1K	–	2375
2022 Q2	$1K	Buy	+9	New	+$521	﹤0.01%	1855

Other funds holding ME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NCPI

NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Trust Inc's ME Position: Q2 2023 in Review

Blue Trust Inc sold out of 23andMe Holding Co (ME) in Q2 2023, closing a stake of 6 shares.

Blue Trust Inc first reported a position in ME in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 171 funds tracked by Wall St. Rank hold ME as of Q2 2023.

Blue Trust Inc reported no remaining 23andMe Holding Co position as of Q2 2023 after selling out during the quarter.
Blue Trust Inc sold 6 23andMe Holding Co shares in Q2 2023.
Blue Trust Inc first reported a position in 23andMe Holding Co in Q2 2022 and held it in 2 quarters.
Blue Trust Inc's 23andMe Holding Co position peaked at $1K in Q2 2022.
171 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.