IFP Advisors’s 23andMe Holding Co ME Stock Holding History

IFP 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 Q2	–	Sell	-25	Closed	-$18	–	5074
2025 Q1	$18	Sell	25 -800	-97%	-$2K	﹤0.01%	4181
2024 Q4	$3.96K	Buy	825 +785	+1,963%	+$3.4K	﹤0.01%	2882
2024 Q3	$278	Hold	40	–	–	﹤0.01%	3191
2024 Q2	$313	Hold	40	–	–	﹤0.01%	3119
2024 Q1	$426	Hold	40	–	–	﹤0.01%	2995
2023 Q4	$731	Hold	40	–	–	﹤0.01%	2843
2023 Q3	$782	Hold	40	–	–	﹤0.01%	3045
2023 Q2	$1.4K	Hold	40	–	–	﹤0.01%	2991
2023 Q1	$10.7K	Sell	40 -20	-33%	-$965	﹤0.01%	2256
2022 Q4	$16K	Buy	60 +15	+33%	+$873	﹤0.01%	3088
2022 Q3	$12K	Hold	45	–	–	﹤0.01%	3531
2022 Q2	$12K	Hold	45	–	–	﹤0.01%	3282
2022 Q1	$12K	Buy	45 +20	+80%	+$1.83K	﹤0.01%	3282
2021 Q4	$3K	Sell	25 -150	-86%	-$27.7K	﹤0.01%	2710
2021 Q3	$32K	Hold	175	–	–	﹤0.01%	1781
2021 Q2	$41K	Buy	+175	New	+$36.4K	﹤0.01%	1613

Other funds holding ME

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

IFP Advisors's ME Position: Q2 2025 in Review

IFP Advisors sold out of 23andMe Holding Co (ME) in Q2 2025, closing a stake of 25 shares — an estimated $18 sold.

IFP Advisors first reported a position in ME in Q2 2021 and held it in 16 quarters. The position peaked at $41K in Q2 2021. 2 funds tracked by Wall St. Rank hold ME as of Q2 2025.

IFP Advisors reported no remaining 23andMe Holding Co position as of Q2 2025 after selling out during the quarter.
IFP Advisors sold 25 23andMe Holding Co shares in Q2 2025, an estimated $18.
IFP Advisors first reported a position in 23andMe Holding Co in Q2 2021 and held it in 16 quarters.
IFP Advisors's 23andMe Holding Co position peaked at $41K in Q2 2021.
2 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.