LC
ME

Lindbrook Capital’s 23andMe Holding Co ME Stock Holding History

Lindbrook Capital’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
-15
Closed -$49 – 2973
2024
Q4 		$49 Hold
15
– – ﹤0.01% 2754
2024
Q3 		$104 Hold
15
– – ﹤0.01% 2785
2024
Q2 		$117 Hold
15
– – ﹤0.01% 2713
2024
Q1 		$160 Hold
15
– – ﹤0.01% 2603
2023
Q4 		$274 Sell
15
-80
-84% -$1.38K ﹤0.01% 2629
2023
Q3 		$1.86K Buy
95
+80
+533% +$2.24K ﹤0.01% 2156
2023
Q2 		$525 Hold
15
– – ﹤0.01% 2500
2023
Q1 		$684 Hold
15
– – ﹤0.01% 2537
2022
Q4 		$648 Sell
15
-22
-59% -$1.28K ﹤0.01% 2542
2022
Q3 		$2K Buy
37
+22
+147% +$1.44K ﹤0.01% 2181
2022
Q2 		$1K Hold
15
– – ﹤0.01% 2424
2022
Q1 		$1K Hold
15
– – ﹤0.01% 2420
2021
Q4 		$2K Hold
15
– – ﹤0.01% 1845
2021
Q3 		$3K Hold
15
– – ﹤0.01% 1464
2021
Q2 		$4K Hold
15
– – ﹤0.01% 1415
2021
Q1 		$3K Buy
+15
New +$3.66K ﹤0.01% 1482

Other funds holding ME

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Barclays
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
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Lindbrook Capital's ME Position: Q1 2025 in Review

Lindbrook Capital sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 15 shares — an estimated $49 sold.

Lindbrook Capital first reported a position in ME in Q1 2021 and held it in 16 quarters. The position peaked at $4K in Q2 2021. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

  • Lindbrook Capital reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 15 23andMe Holding Co shares in Q1 2025, an estimated $49.
  • Lindbrook Capital first reported a position in 23andMe Holding Co in Q1 2021 and held it in 16 quarters.
  • Lindbrook Capital's 23andMe Holding Co position peaked at $4K in Q2 2021.
  • 12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.