Creative Planning
ME

Creative Planning’s 23andMe Holding Co ME Stock Holding History

Creative 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
-1,739
Closed -$12.1K – 3708
2024
Q3 		$12.1K Sell
1,739
-15
-0.9% -$112 ﹤0.01% 3166
2024
Q2 		$13.7K Buy
1,754
+15
+0.9% +$144 ﹤0.01% 3004
2024
Q1 		$18.5K Sell
1,739
-62
-3% -$798 ﹤0.01% 2842
2023
Q4 		$32.9K Sell
1,801
-484
-21% -$8.37K ﹤0.01% 2673
2023
Q3 		$44.7K Buy
2,285
+470
+26% +$13.2K ﹤0.01% 2495
2023
Q2 		$63.5K Sell
1,815
-4
-0.2% -$159 ﹤0.01% 2417
2023
Q1 		$82.9K Buy
1,819
+4
+0.2% +$193 ﹤0.01% 2281
2022
Q4 		$78.4K Buy
+1,815
New +$106K ﹤0.01% 2181
2021
Q2 		– Sell
-1,758
Closed -$358K – 2651
2021
Q1 		$358K Buy
+1,758
New +$429K ﹤0.01% 1676

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

Creative Planning's ME Position: Q4 2024 in Review

Creative Planning sold out of 23andMe Holding Co (ME) in Q4 2024, closing a stake of 1,739 shares — an estimated $12.1K sold.

Creative Planning first reported a position in ME in Q1 2021 and held it in 9 quarters. The position peaked at $358K in Q1 2021. 66 funds tracked by Wall St. Rank hold ME as of Q4 2024.

  • Creative Planning reported no remaining 23andMe Holding Co position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 1,739 23andMe Holding Co shares in Q4 2024, an estimated $12.1K.
  • Creative Planning first reported a position in 23andMe Holding Co in Q1 2021 and held it in 9 quarters.
  • Creative Planning's 23andMe Holding Co position peaked at $358K in Q1 2021.
  • 66 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.