NFG
ME

Nations Financial Group’s 23andMe Holding Co ME Stock Holding History

Nations Financial Group’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
Q1 		– Sell
-754
Closed -$32.6K – 641
2022
Q4 		$32.6K Hold
754
– – ﹤0.01% 592
2022
Q3 		$43K Hold
754
– – 0.01% 526
2022
Q2 		$37K Hold
754
– – 0.01% 519
2022
Q1 		$58K Hold
754
– – 0.01% 513
2021
Q4 		$100K Buy
+754
New +$139K 0.01% 466

Other funds holding ME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCPI
NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nations Financial Group's ME Position: Q1 2023 in Review

Nations Financial Group sold out of 23andMe Holding Co (ME) in Q1 2023, closing a stake of 754 shares — an estimated $32.6K sold.

Nations Financial Group first reported a position in ME in Q4 2021 and held it in 5 quarters. The position peaked at $100K in Q4 2021. 169 funds tracked by Wall St. Rank hold ME as of Q1 2023.

  • Nations Financial Group reported no remaining 23andMe Holding Co position as of Q1 2023 after selling out during the quarter.
  • Nations Financial Group sold 754 23andMe Holding Co shares in Q1 2023, an estimated $32.6K.
  • Nations Financial Group first reported a position in 23andMe Holding Co in Q4 2021 and held it in 5 quarters.
  • Nations Financial Group's 23andMe Holding Co position peaked at $100K in Q4 2021.
  • 169 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2023.

Based on Nations Financial Group's 13F filing for Q1 2023, filed 15 May 2023.