RA
ME

Rise Advisors’s 23andMe Holding Co ME Stock Holding History

Rise 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
2023
Q4 		– Sell
-67
Closed -$1.32K – 675
2023
Q3 		$1.32K Hold
67
– – ﹤0.01% 504
2023
Q2 		$2.36K Hold
67
– – ﹤0.01% 498
2023
Q1 		$3.07K Hold
67
– – ﹤0.01% 515
2022
Q4 		$2.91K Hold
67
– – ﹤0.01% 514
2022
Q3 		$4K Hold
67
– – ﹤0.01% 482
2022
Q2 		$3K Hold
67
– – ﹤0.01% 526
2022
Q1 		$5K Buy
67
+42
+168% +$3.83K ﹤0.01% 439
2021
Q4 		$3.33K Buy
+25
New +$4.62K ﹤0.01% 459

Other funds holding ME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCPI
NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return
EC
Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rise Advisors's ME Position: Q4 2023 in Review

Rise Advisors sold out of 23andMe Holding Co (ME) in Q4 2023, closing a stake of 67 shares — an estimated $1.32K sold.

Rise Advisors first reported a position in ME in Q4 2021 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 169 funds tracked by Wall St. Rank hold ME as of Q4 2023.

  • Rise Advisors reported no remaining 23andMe Holding Co position as of Q4 2023 after selling out during the quarter.
  • Rise Advisors sold 67 23andMe Holding Co shares in Q4 2023, an estimated $1.32K.
  • Rise Advisors first reported a position in 23andMe Holding Co in Q4 2021 and held it in 8 quarters.
  • Rise Advisors's 23andMe Holding Co position peaked at $5K in Q1 2022.
  • 169 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2023.

Based on Rise Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.