CWM
ME

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

CarsonAllaria 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
2025
Q1 		– Sell
-90
Closed -$293 – 378
2024
Q4 		$293 Hold
90
– – ﹤0.01% 342
2024
Q3 		$626 Hold
90
– – ﹤0.01% 374
2024
Q2 		$704 Hold
90
– – ﹤0.01% 355
2024
Q1 		$958 Hold
90
– – ﹤0.01% 369
2023
Q4 		$1.64K Hold
90
– – ﹤0.01% 315
2023
Q3 		$1.76K Sell
90
-10
-10% -$280 ﹤0.01% 309
2023
Q2 		$3.5K Buy
100
+25
+33% +$995 ﹤0.01% 288
2023
Q1 		$3.42K Buy
75
+60
+400% +$2.9K ﹤0.01% 279
2022
Q4 		$1K Hold
15
– – ﹤0.01% 338
2022
Q3 		$1K Hold
15
– – ﹤0.01% 330
2022
Q2 		$1K Buy
+15
New +$869 ﹤0.01% 326

Other funds holding ME

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CarsonAllaria Wealth Management's ME Position: Q1 2025 in Review

CarsonAllaria Wealth Management sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 90 shares — an estimated $293 sold.

CarsonAllaria Wealth Management first reported a position in ME in Q2 2022 and held it in 11 quarters. The position peaked at $3.5K in Q2 2023. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

  • CarsonAllaria Wealth Management reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 90 23andMe Holding Co shares in Q1 2025, an estimated $293.
  • CarsonAllaria Wealth Management first reported a position in 23andMe Holding Co in Q2 2022 and held it in 11 quarters.
  • CarsonAllaria Wealth Management's 23andMe Holding Co position peaked at $3.5K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.