Cambridge Investment Research Advisors
ME

Cambridge Investment Research Advisors’s 23andMe Holding Co ME Stock Holding History

Cambridge Investment Research 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
Q1 		– Sell
-3,914
Closed -$72K – 3411
2023
Q4 		$72K Sell
3,914
-5,133
-57% -$88.8K ﹤0.01% 3072
2023
Q3 		$177K Sell
9,047
-1,888
-17% -$52.9K ﹤0.01% 2858
2023
Q2 		$383K Buy
10,935
+241
+2% +$9.6K ﹤0.01% 2339
2023
Q1 		$488K Sell
10,694
-7
-0.1% -$338 ﹤0.01% 2094
2022
Q4 		$462K Buy
10,701
+361
+3% +$21K ﹤0.01% 2078
2022
Q3 		$591K Sell
10,340
-196
-2% -$12.8K ﹤0.01% 1834
2022
Q2 		$523K Sell
10,536
-118
-1% -$6.84K ﹤0.01% 1925
2022
Q1 		$816K Buy
10,654
+822
+8% +$75K ﹤0.01% 1713
2021
Q4 		$1.31M Buy
9,832
+443
+5% +$81.8K 0.01% 1405
2021
Q3 		$1.7M Buy
9,389
+8,458
+908% +$1.5M 0.01% 1193
2021
Q2 		$218K Buy
931
+18
+2% +$3.75K ﹤0.01% 2754
2021
Q1 		$186K Buy
+913
New +$223K ﹤0.01% 2652

Other funds holding ME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
EC
Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return

Cambridge Investment Research Advisors's ME Position: Q1 2024 in Review

Cambridge Investment Research Advisors sold out of 23andMe Holding Co (ME) in Q1 2024, closing a stake of 3,914 shares — an estimated $72K sold.

Cambridge Investment Research Advisors first reported a position in ME in Q1 2021 and held it in 12 quarters. The position peaked at $1.7M in Q3 2021. 149 funds tracked by Wall St. Rank hold ME as of Q1 2024.

  • Cambridge Investment Research Advisors reported no remaining 23andMe Holding Co position as of Q1 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 3,914 23andMe Holding Co shares in Q1 2024, an estimated $72K.
  • Cambridge Investment Research Advisors first reported a position in 23andMe Holding Co in Q1 2021 and held it in 12 quarters.
  • Cambridge Investment Research Advisors's 23andMe Holding Co position peaked at $1.7M in Q3 2021.
  • 149 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.