CFA
ME

Carroll Financial Associates’s 23andMe Holding Co ME Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$3K Buy
+23
New +$4.25K ﹤0.01% 1462

Other funds holding ME

AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
Revelation Capital Management Sausalito, California $67.4M AUM
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
DTA
Disruptive Technology Advisers Austin, Texas $724K AUM 65.23% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

Carroll Financial Associates's ME Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in 23andMe Holding Co (ME) in Q4 2021: 23 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1462 among its holdings.

151 funds tracked by Wall St. Rank hold ME as of Q4 2021.

  • Carroll Financial Associates held 23 shares of 23andMe Holding Co worth $3K as of Q4 2021.
  • 23andMe Holding Co was a new Carroll Financial Associates position in Q4 2021.
  • 23andMe Holding Co made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1462 holding.
  • 151 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.