EWS
ME

Evergreen Wealth Solutions’s 23andMe Holding Co ME Stock Holding History

Evergreen Wealth Solutions’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
Q1 		– Sell
-663
Closed -$12.1K – 125
2023
Q4 		$12.1K Sell
663
-586
-47% -$10.1K 0.01% 112
2023
Q3 		$24.4K Buy
1,249
+81
+7% +$2.27K 0.02% 104
2023
Q2 		$40.9K Buy
1,168
+306
+35% +$12.2K 0.04% 102
2023
Q1 		$39K Sell
862
-88
-9% -$4.25K 0.05% 102
2022
Q4 		$41K Buy
950
+70
+8% +$4.08K 0.05% 94
2022
Q3 		$50K Buy
880
+265
+43% +$17.3K 0.07% 93
2022
Q2 		$30K Buy
+615
New +$35.6K 0.04% 99

Other funds holding ME

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return

Evergreen Wealth Solutions's ME Position: Q1 2024 in Review

Evergreen Wealth Solutions sold out of 23andMe Holding Co (ME) in Q1 2024, closing a stake of 663 shares — an estimated $12.1K sold.

Evergreen Wealth Solutions first reported a position in ME in Q2 2022 and held it in 7 quarters. The position peaked at $50K in Q3 2022. 149 funds tracked by Wall St. Rank hold ME as of Q1 2024.

  • Evergreen Wealth Solutions reported no remaining 23andMe Holding Co position as of Q1 2024 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 663 23andMe Holding Co shares in Q1 2024, an estimated $12.1K.
  • Evergreen Wealth Solutions first reported a position in 23andMe Holding Co in Q2 2022 and held it in 7 quarters.
  • Evergreen Wealth Solutions's 23andMe Holding Co position peaked at $50K in Q3 2022.
  • 149 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2024.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2024, filed 15 May 2024.