BAWC
ME

Boyce & Associates Wealth Consulting’s 23andMe Holding Co ME Stock Holding History

Boyce & Associates Wealth Consulting’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
-6,881
Closed -$47.8K – 76
2024
Q3 		$47.8K Hold
6,881
– – 0.05% 71
2024
Q2 		$53.8K Hold
6,881
– – 0.06% 67
2024
Q1 		$73.2K Hold
6,881
– – 0.09% 57
2023
Q4 		$126K Buy
+6,881
New +$119K 0.18% 52

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

Boyce & Associates Wealth Consulting's ME Position: Q4 2024 in Review

Boyce & Associates Wealth Consulting sold out of 23andMe Holding Co (ME) in Q4 2024, closing a stake of 6,881 shares — an estimated $47.8K sold.

Boyce & Associates Wealth Consulting first reported a position in ME in Q4 2023 and held it in 4 quarters. The position peaked at $126K in Q4 2023. 66 funds tracked by Wall St. Rank hold ME as of Q4 2024.

  • Boyce & Associates Wealth Consulting reported no remaining 23andMe Holding Co position as of Q4 2024 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 6,881 23andMe Holding Co shares in Q4 2024, an estimated $47.8K.
  • Boyce & Associates Wealth Consulting first reported a position in 23andMe Holding Co in Q4 2023 and held it in 4 quarters.
  • Boyce & Associates Wealth Consulting's 23andMe Holding Co position peaked at $126K in Q4 2023.
  • 66 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2024.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q4 2024, filed 13 Jan 2025.