HPWA
ME

Hall Private Wealth Advisors’s 23andMe Holding Co ME Stock Holding History

Hall Private 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
2022
Q4 		– Sell
-1,163
Closed -$67K – 50
2022
Q3 		$67K Hold
1,163
– – 0.04% 39
2022
Q2 		$58K Sell
1,163
-125
-10% -$7.24K 0.03% 41
2022
Q1 		$99K Buy
+1,288
New +$118K 0.05% 50

Other funds holding ME

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCPI
NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hall Private Wealth Advisors's ME Position: Q4 2022 in Review

Hall Private Wealth Advisors sold out of 23andMe Holding Co (ME) in Q4 2022, closing a stake of 1,163 shares — an estimated $67K sold.

Hall Private Wealth Advisors first reported a position in ME in Q1 2022 and held it in 3 quarters. The position peaked at $99K in Q1 2022. 166 funds tracked by Wall St. Rank hold ME as of Q4 2022.

  • Hall Private Wealth Advisors reported no remaining 23andMe Holding Co position as of Q4 2022 after selling out during the quarter.
  • Hall Private Wealth Advisors sold 1,163 23andMe Holding Co shares in Q4 2022, an estimated $67K.
  • Hall Private Wealth Advisors first reported a position in 23andMe Holding Co in Q1 2022 and held it in 3 quarters.
  • Hall Private Wealth Advisors's 23andMe Holding Co position peaked at $99K in Q1 2022.
  • 166 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2022.

Based on Hall Private Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.