OFG
ME

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

OTA 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
2021
Q2 		– Sell
-4,240
Closed -$862K – 112
2021
Q1 		$862K Buy
+4,240
New +$1.04M 0.69% 31

Other funds holding ME

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
DTA
Disruptive Technology Advisers Austin, Texas $724K AUM 65.23% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

OTA Financial Group's ME Position: Q2 2021 in Review

OTA Financial Group sold out of 23andMe Holding Co (ME) in Q2 2021, closing a stake of 4,240 shares — an estimated $862K sold.

OTA Financial Group first reported a position in ME in Q1 2021 and held it in 1 quarter. The position peaked at $862K in Q1 2021. 81 funds tracked by Wall St. Rank hold ME as of Q2 2021.

  • OTA Financial Group reported no remaining 23andMe Holding Co position as of Q2 2021 after selling out during the quarter.
  • OTA Financial Group sold 4,240 23andMe Holding Co shares in Q2 2021, an estimated $862K.
  • OTA Financial Group first reported a position in 23andMe Holding Co in Q1 2021 and held it in 1 quarter.
  • OTA Financial Group's 23andMe Holding Co position peaked at $862K in Q1 2021.
  • 81 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q2 2021.

Based on OTA Financial Group's 13F filing for Q2 2021, filed 28 Jul 2021.