CWM
ME

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

Congress 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
2023
Q2 		– Sell
-2,318
Closed -$106K – 584
2023
Q1 		$106K Hold
2,318
– – ﹤0.01% 548
2022
Q4 		$100K Hold
2,318
– – ﹤0.01% 552
2022
Q3 		$133K Hold
2,318
– – ﹤0.01% 536
2022
Q2 		$115K Buy
+2,318
New +$134K ﹤0.01% 543

Other funds holding ME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCPI
NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Congress Wealth Management's ME Position: Q2 2023 in Review

Congress Wealth Management sold out of 23andMe Holding Co (ME) in Q2 2023, closing a stake of 2,318 shares — an estimated $106K sold.

Congress Wealth Management first reported a position in ME in Q2 2022 and held it in 4 quarters. The position peaked at $133K in Q3 2022. 171 funds tracked by Wall St. Rank hold ME as of Q2 2023.

  • Congress Wealth Management reported no remaining 23andMe Holding Co position as of Q2 2023 after selling out during the quarter.
  • Congress Wealth Management sold 2,318 23andMe Holding Co shares in Q2 2023, an estimated $106K.
  • Congress Wealth Management first reported a position in 23andMe Holding Co in Q2 2022 and held it in 4 quarters.
  • Congress Wealth Management's 23andMe Holding Co position peaked at $133K in Q3 2022.
  • 171 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q2 2023.

Based on Congress Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.