FWM
ME

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

Focused 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
2023
Q3 		– Sell
-38
Closed -$1.31K – 1119
2023
Q2 		$1.31K Hold
38
– – ﹤0.01% 852
2023
Q1 		$1.71K Buy
+38
New +$1.83K ﹤0.01% 811
2022
Q4 		– Sell
-38
Closed -$2K – 1187
2022
Q3 		$2K Hold
38
– – ﹤0.01% 792
2022
Q2 		$2K Hold
38
– – ﹤0.01% 773
2022
Q1 		$3K Hold
38
– – ﹤0.01% 764
2021
Q4 		$5K Hold
38
– – ﹤0.01% 715
2021
Q3 		$7K Hold
38
– – ﹤0.01% 676
2021
Q2 		$9K Buy
+38
New +$7.91K ﹤0.01% 636

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Focused Wealth Management's ME Position: Q3 2023 in Review

Focused Wealth Management sold out of 23andMe Holding Co (ME) in Q3 2023, closing a stake of 38 shares — an estimated $1.31K sold.

Focused Wealth Management first reported a position in ME in Q2 2021 and held it in 8 quarters. The position peaked at $9K in Q2 2021. 167 funds tracked by Wall St. Rank hold ME as of Q3 2023.

  • Focused Wealth Management reported no remaining 23andMe Holding Co position as of Q3 2023 after selling out during the quarter.
  • Focused Wealth Management sold 38 23andMe Holding Co shares in Q3 2023, an estimated $1.31K.
  • Focused Wealth Management first reported a position in 23andMe Holding Co in Q2 2021 and held it in 8 quarters.
  • Focused Wealth Management's 23andMe Holding Co position peaked at $9K in Q2 2021.
  • 167 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q3 2023.

Based on Focused Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.