LPL Financial
ME

LPL Financial’s 23andMe Holding Co ME Stock Holding History

LPL Financial’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
2024
Q4 		– Sell
-1,893
Closed -$13.2K – 5501
2024
Q3 		$13.2K Buy
1,893
+440
+30% +$3.28K ﹤0.01% 5111
2024
Q2 		$11.4K Sell
1,453
-199
-12% -$1.91K ﹤0.01% 4970
2024
Q1 		$17.6K Sell
1,652
-95
-5% -$1.22K ﹤0.01% 4855
2023
Q4 		$31.9K Sell
1,747
-258
-13% -$4.46K ﹤0.01% 4701
2023
Q3 		$39.2K Sell
2,005
-697
-26% -$19.5K ﹤0.01% 4543
2023
Q2 		$94.6K Sell
2,702
-305
-10% -$12.1K ﹤0.01% 4334
2023
Q1 		$137K Buy
3,007
+32
+1% +$1.54K ﹤0.01% 4142
2022
Q4 		$128K Sell
2,975
-889
-23% -$51.8K ﹤0.01% 4109
2022
Q3 		$221K Buy
3,864
+104
+3% +$6.81K ﹤0.01% 3848
2022
Q2 		$186K Buy
+3,760
New +$218K ﹤0.01% 3981
2022
Q1 		– Sell
-3,428
Closed -$457K – 4423
2021
Q4 		$457K Buy
3,428
+2,107
+160% +$389K ﹤0.01% 3356
2021
Q3 		$239K Buy
1,321
+47
+4% +$8.35K ﹤0.01% 3826
2021
Q2 		$298K Sell
1,274
-351
-22% -$73.1K ﹤0.01% 3591
2021
Q1 		$330K Buy
+1,625
New +$397K ﹤0.01% 3398

Other funds holding ME

NCPI
NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's ME Position: Q4 2024 in Review

LPL Financial sold out of 23andMe Holding Co (ME) in Q4 2024, closing a stake of 1,893 shares — an estimated $13.2K sold.

LPL Financial first reported a position in ME in Q1 2021 and held it in 14 quarters. The position peaked at $457K in Q4 2021. 66 funds tracked by Wall St. Rank hold ME as of Q4 2024.

  • LPL Financial reported no remaining 23andMe Holding Co position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 1,893 23andMe Holding Co shares in Q4 2024, an estimated $13.2K.
  • LPL Financial first reported a position in 23andMe Holding Co in Q1 2021 and held it in 14 quarters.
  • LPL Financial's 23andMe Holding Co position peaked at $457K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.