CFFP
ME

Center for Financial Planning’s 23andMe Holding Co ME Stock Holding History

Center for Financial Planning’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
-5
Closed -$35 – 700
2024
Q3 		$35 Buy
+5
New +$37 ﹤0.01% 572
2021
Q3 		– Sell
-25
Closed -$6K – 534
2021
Q2 		$6K Hold
25
– – ﹤0.01% 411
2021
Q1 		$5K Buy
+25
New +$6.11K ﹤0.01% 453

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

Center for Financial Planning's ME Position: Q4 2024 in Review

Center for Financial Planning sold out of 23andMe Holding Co (ME) in Q4 2024, closing a stake of 5 shares — an estimated $35 sold.

Center for Financial Planning first reported a position in ME in Q1 2021 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 66 funds tracked by Wall St. Rank hold ME as of Q4 2024.

  • Center for Financial Planning reported no remaining 23andMe Holding Co position as of Q4 2024 after selling out during the quarter.
  • Center for Financial Planning sold 5 23andMe Holding Co shares in Q4 2024, an estimated $35.
  • Center for Financial Planning first reported a position in 23andMe Holding Co in Q1 2021 and held it in 3 quarters.
  • Center for Financial Planning's 23andMe Holding Co position peaked at $6K in Q2 2021.
  • 66 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2024.

Based on Center for Financial Planning's 13F filing for Q4 2024, filed 30 Jan 2025.