CWM
ME

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

Cornerstone 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
2024
Q4 		– Sell
-665
Closed -$4.62K – 610
2024
Q3 		$4.62K Hold
665
– – ﹤0.01% 564
2024
Q2 		$5.2K Hold
665
– – ﹤0.01% 554
2024
Q1 		$7.07K Buy
665
+35
+6% +$450 ﹤0.01% 535
2023
Q4 		$11.5K Sell
630
-15
-2% -$259 ﹤0.01% 520
2023
Q3 		$12.6K Hold
645
– – ﹤0.01% 523
2023
Q2 		$22.6K Buy
645
+25
+4% +$995 ﹤0.01% 499
2023
Q1 		$28.2K Buy
+620
New +$29.9K ﹤0.01% 465
2022
Q3 		$36K Buy
630
+70
+13% +$4.58K ﹤0.01% 434
2022
Q2 		$28K Buy
+560
New +$32.4K ﹤0.01% 441

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

Cornerstone Wealth Management's ME Position: Q4 2024 in Review

Cornerstone Wealth Management sold out of 23andMe Holding Co (ME) in Q4 2024, closing a stake of 665 shares — an estimated $4.62K sold.

Cornerstone Wealth Management first reported a position in ME in Q2 2022 and held it in 9 quarters. The position peaked at $36K in Q3 2022. 66 funds tracked by Wall St. Rank hold ME as of Q4 2024.

  • Cornerstone Wealth Management reported no remaining 23andMe Holding Co position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Wealth Management sold 665 23andMe Holding Co shares in Q4 2024, an estimated $4.62K.
  • Cornerstone Wealth Management first reported a position in 23andMe Holding Co in Q2 2022 and held it in 9 quarters.
  • Cornerstone Wealth Management's 23andMe Holding Co position peaked at $36K in Q3 2022.
  • 66 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2024.

Based on Cornerstone Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.