Legacy Financial Group (Iowa)
ME

Legacy Financial Group (Iowa)’s 23andMe Holding Co ME Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-70
Closed -$1.37K – 545
2023
Q3 		$1.37K Buy
+70
New +$1.96K ﹤0.01% 495

Other funds holding ME

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BlackRock
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Group (Iowa)'s ME Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of 23andMe Holding Co (ME) in Q4 2023, closing a stake of 70 shares — an estimated $1.37K sold.

Legacy Financial Group (Iowa) first reported a position in ME in Q3 2023 and held it in 1 quarter. The position peaked at $1.37K in Q3 2023. 169 funds tracked by Wall St. Rank hold ME as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining 23andMe Holding Co position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 70 23andMe Holding Co shares in Q4 2023, an estimated $1.37K.
  • Legacy Financial Group (Iowa) first reported a position in 23andMe Holding Co in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s 23andMe Holding Co position peaked at $1.37K in Q3 2023.
  • 169 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.