CA
ME

Crewe Advisors’s 23andMe Holding Co ME Stock Holding History

Crewe Advisors’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
Q4 		– Sell
-120
Closed -$2.35K – 720
2023
Q3 		$2.35K Hold
120
– – ﹤0.01% 326
2023
Q2 		$4.21K Hold
120
– – ﹤0.01% 487
2023
Q1 		$5.48K Hold
120
– – ﹤0.01% 624
2022
Q4 		$5.19K Hold
120
– – ﹤0.01% 664
2022
Q3 		$7K Hold
120
– – ﹤0.01% 783
2022
Q2 		$6K Buy
+120
New +$6.95K ﹤0.01% 734

Other funds holding ME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCPI
NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return
EC
Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crewe Advisors's ME Position: Q4 2023 in Review

Crewe Advisors sold out of 23andMe Holding Co (ME) in Q4 2023, closing a stake of 120 shares — an estimated $2.35K sold.

Crewe Advisors first reported a position in ME in Q2 2022 and held it in 6 quarters. The position peaked at $7K in Q3 2022. 169 funds tracked by Wall St. Rank hold ME as of Q4 2023.

  • Crewe Advisors reported no remaining 23andMe Holding Co position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 120 23andMe Holding Co shares in Q4 2023, an estimated $2.35K.
  • Crewe Advisors first reported a position in 23andMe Holding Co in Q2 2022 and held it in 6 quarters.
  • Crewe Advisors's 23andMe Holding Co position peaked at $7K in Q3 2022.
  • 169 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.