Harbour Investments’s 23andMe Holding Co ME Stock Holding History

Harbour Investments’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	-24	Closed	-$78	–	3692
2024 Q4	$78	Buy	+24	New	+$104	﹤0.01%	3418
2024 Q3	–	Sell	-24	Closed	-$186	–	3496
2024 Q2	$186	Hold	24	–	–	﹤0.01%	3167
2024 Q1	$253	Hold	24	–	–	﹤0.01%	3095
2023 Q4	$435	Hold	24	–	–	﹤0.01%	2945
2023 Q3	$465	Hold	24	–	–	﹤0.01%	2813
2023 Q2	$833	Hold	24	–	–	﹤0.01%	2727
2023 Q1	$1.08K	Hold	24	–	–	﹤0.01%	2677
2022 Q4	$1.03K	Sell	24 -100	-81%	-$5.82K	﹤0.01%	2679
2022 Q3	$6K	Hold	124	–	–	﹤0.01%	2142
2022 Q2	$6K	Buy	+124	New	+$7.18K	﹤0.01%	2142
2021 Q4	$18K	Buy	133 +86	+183%	+$15.9K	﹤0.01%	1725
2021 Q3	$8K	Buy	47 +13	+38%	+$2.31K	﹤0.01%	2802
2021 Q2	$8K	Buy	34 +25	+278%	+$5.2K	﹤0.01%	2873
2021 Q1	$2K	Buy	+9	New	+$2.2K	﹤0.01%	3290

Other funds holding ME

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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 $38B AUM 39.14% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Harbour Investments's ME Position: Q1 2025 in Review

Harbour Investments sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 24 shares — an estimated $78 sold.

Harbour Investments first reported a position in ME in Q1 2021 and held it in 14 quarters. The position peaked at $18K in Q4 2021. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

Harbour Investments reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
Harbour Investments sold 24 23andMe Holding Co shares in Q1 2025, an estimated $78.
Harbour Investments first reported a position in 23andMe Holding Co in Q1 2021 and held it in 14 quarters.
Harbour Investments's 23andMe Holding Co position peaked at $18K in Q4 2021.
12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on Harbour Investments's 13F filing for Q1 2025, filed 8 May 2025.