PCWA
ME

Pacific Capital Wealth Advisors’s 23andMe Holding Co ME Stock Holding History

Pacific Capital Wealth Advisors’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
Q2 		– Sell
-421
Closed -$4.48K – 678
2024
Q1 		$4.48K Hold
421
– – ﹤0.01% 333
2023
Q4 		$7.68K Buy
+421
New +$7.28K ﹤0.01% 233

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
EC
Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return

Pacific Capital Wealth Advisors's ME Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of 23andMe Holding Co (ME) in Q2 2024, closing a stake of 421 shares — an estimated $4.48K sold.

Pacific Capital Wealth Advisors first reported a position in ME in Q4 2023 and held it in 2 quarters. The position peaked at $7.68K in Q4 2023. 147 funds tracked by Wall St. Rank hold ME as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining 23andMe Holding Co position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 421 23andMe Holding Co shares in Q2 2024, an estimated $4.48K.
  • Pacific Capital Wealth Advisors first reported a position in 23andMe Holding Co in Q4 2023 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's 23andMe Holding Co position peaked at $7.68K in Q4 2023.
  • 147 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.