CPG
ME

Cornerstone Planning Group’s 23andMe Holding Co ME Stock Holding History

Cornerstone Planning Group’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
-10
Closed -$33 – 1712
2024
Q4 		$33 Buy
10
+9
+900% +$39 ﹤0.01% 1375
2024
Q3 		$49 Sell
1
-9
-90% -$67 ﹤0.01% 1270
2024
Q2 		$74 Hold
10
– – ﹤0.01% 1213
2024
Q1 		$101 Hold
10
– – ﹤0.01% 1043
2023
Q4 		$183 Hold
10
– – ﹤0.01% 869
2023
Q3 		$196 Hold
10
– – ﹤0.01% 1027
2023
Q2 		$350 Buy
+10
New +$398 ﹤0.01% 1490
2022
Q4 		$470 Buy
+10
New +$582 ﹤0.01% 1463

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

Cornerstone Planning Group's ME Position: Q1 2025 in Review

Cornerstone Planning Group sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 10 shares — an estimated $33 sold.

Cornerstone Planning Group first reported a position in ME in Q4 2022 and held it in 8 quarters. The position peaked at $470 in Q4 2022. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

  • Cornerstone Planning Group reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 10 23andMe Holding Co shares in Q1 2025, an estimated $33.
  • Cornerstone Planning Group first reported a position in 23andMe Holding Co in Q4 2022 and held it in 8 quarters.
  • Cornerstone Planning Group's 23andMe Holding Co position peaked at $470 in Q4 2022.
  • 12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.