CWM
ME

C2C Wealth Management’s 23andMe Holding Co ME Stock Holding History

C2C 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
2023
Q3 		– Sell
-500
Closed -$17.9K – 252
2023
Q2 		$17.9K Hold
500
– – ﹤0.01% 246
2023
Q1 		$22.1K Buy
+500
New +$24.1K ﹤0.01% 233

Other funds holding ME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCPI
NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return
EC
Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

C2C Wealth Management's ME Position: Q3 2023 in Review

C2C Wealth Management sold out of 23andMe Holding Co (ME) in Q3 2023, closing a stake of 500 shares — an estimated $17.9K sold.

C2C Wealth Management first reported a position in ME in Q1 2023 and held it in 2 quarters. The position peaked at $22.1K in Q1 2023. 167 funds tracked by Wall St. Rank hold ME as of Q3 2023.

  • C2C Wealth Management reported no remaining 23andMe Holding Co position as of Q3 2023 after selling out during the quarter.
  • C2C Wealth Management sold 500 23andMe Holding Co shares in Q3 2023, an estimated $17.9K.
  • C2C Wealth Management first reported a position in 23andMe Holding Co in Q1 2023 and held it in 2 quarters.
  • C2C Wealth Management's 23andMe Holding Co position peaked at $22.1K in Q1 2023.
  • 167 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q3 2023.

Based on C2C Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.