BWA
ME

BlueSky Wealth Advisors’s 23andMe Holding Co ME Stock Holding History

BlueSky Wealth Advisors’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
2024
Q4 		– Sell
-836
Closed -$5.81K – 77
2024
Q3 		$5.81K Hold
836
– – ﹤0.01% 75
2024
Q2 		$6.54K Buy
+836
New +$8K ﹤0.01% 76
2024
Q1 		– Sell
-836
Closed -$15.3K – 71
2023
Q4 		$15.3K Hold
836
– – ﹤0.01% 69
2023
Q3 		$16.4K Hold
836
– – ﹤0.01% 69
2023
Q2 		$29.3K Hold
836
– – 0.01% 79
2023
Q1 		$38.1K Hold
836
– – 0.01% 71
2022
Q4 		$36.1K Hold
836
– – 0.01% 67
2022
Q3 		$48K Hold
836
– – 0.01% 65
2022
Q2 		$41K Buy
+836
New +$48.4K 0.01% 64

Other funds holding ME

NCPI
NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlueSky Wealth Advisors's ME Position: Q4 2024 in Review

BlueSky Wealth Advisors sold out of 23andMe Holding Co (ME) in Q4 2024, closing a stake of 836 shares — an estimated $5.81K sold.

BlueSky Wealth Advisors first reported a position in ME in Q2 2022 and held it in 9 quarters. The position peaked at $48K in Q3 2022. 66 funds tracked by Wall St. Rank hold ME as of Q4 2024.

  • BlueSky Wealth Advisors reported no remaining 23andMe Holding Co position as of Q4 2024 after selling out during the quarter.
  • BlueSky Wealth Advisors sold 836 23andMe Holding Co shares in Q4 2024, an estimated $5.81K.
  • BlueSky Wealth Advisors first reported a position in 23andMe Holding Co in Q2 2022 and held it in 9 quarters.
  • BlueSky Wealth Advisors's 23andMe Holding Co position peaked at $48K in Q3 2022.
  • 66 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2024.

Based on BlueSky Wealth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.