EWA
ME

EverSource Wealth Advisors’s 23andMe Holding Co ME Stock Holding History

EverSource Wealth 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
2025
Q1 		– Sell
-89
Closed -$289 – 4217
2024
Q4 		$289 Hold
89
– – ﹤0.01% 3357
2024
Q3 		$616 Hold
89
– – ﹤0.01% 2823
2024
Q2 		$709 Hold
89
– – ﹤0.01% 2808
2024
Q1 		$890 Buy
+89
New +$1.15K ﹤0.01% 2619

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

EverSource Wealth Advisors's ME Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 89 shares — an estimated $289 sold.

EverSource Wealth Advisors first reported a position in ME in Q1 2024 and held it in 4 quarters. The position peaked at $890 in Q1 2024. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 89 23andMe Holding Co shares in Q1 2025, an estimated $289.
  • EverSource Wealth Advisors first reported a position in 23andMe Holding Co in Q1 2024 and held it in 4 quarters.
  • EverSource Wealth Advisors's 23andMe Holding Co position peaked at $890 in Q1 2024.
  • 12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.