Commonwealth Equity Services
ME

Commonwealth Equity Services’s 23andMe Holding Co ME Stock Holding History

Commonwealth Equity Services’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
-1,246
Closed -$9K – 4268
2024
Q3 		$9K Sell
1,246
-90
-7% -$671 ﹤0.01% 4038
2024
Q2 		$10K Buy
1,336
+177
+15% +$1.69K ﹤0.01% 4000
2024
Q1 		$12K Sell
1,159
-16,494
-93% -$212K ﹤0.01% 3988
2023
Q4 		$323K Sell
17,653
-894
-5% -$15.5K ﹤0.01% 3118
2023
Q3 		$363K Buy
18,547
+820
+5% +$23K ﹤0.01% 2866
2023
Q2 		$620K Buy
17,727
+524
+3% +$20.9K ﹤0.01% 2439
2023
Q1 		$784 Buy
17,203
+15,267
+789% +$737K ﹤0.01% 2214
2022
Q4 		$83K Sell
1,936
-171
-8% -$9.96K ﹤0.01% 3446
2022
Q3 		$120K Buy
2,107
+581
+38% +$38K ﹤0.01% 3333
2022
Q2 		$75K Buy
1,526
+191
+14% +$11.1K ﹤0.01% 3421
2022
Q1 		$102K Buy
1,335
+287
+27% +$26.2K ﹤0.01% 3483
2021
Q4 		$139K Buy
1,048
+279
+36% +$51.5K ﹤0.01% 3388
2021
Q3 		$139K Buy
769
+188
+32% +$33.4K ﹤0.01% 3359
2021
Q2 		$135K Buy
+581
New +$121K ﹤0.01% 3357

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

Commonwealth Equity Services's ME Position: Q4 2024 in Review

Commonwealth Equity Services sold out of 23andMe Holding Co (ME) in Q4 2024, closing a stake of 1,246 shares — an estimated $9K sold.

Commonwealth Equity Services first reported a position in ME in Q2 2021 and held it in 14 quarters. The position peaked at $620K in Q2 2023. 66 funds tracked by Wall St. Rank hold ME as of Q4 2024.

  • Commonwealth Equity Services reported no remaining 23andMe Holding Co position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 1,246 23andMe Holding Co shares in Q4 2024, an estimated $9K.
  • Commonwealth Equity Services first reported a position in 23andMe Holding Co in Q2 2021 and held it in 14 quarters.
  • Commonwealth Equity Services's 23andMe Holding Co position peaked at $620K in Q2 2023.
  • 66 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.