RFP
ME

Root Financial Partners’s 23andMe Holding Co ME Stock Holding History

Root Financial Partners’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
-669
Closed -$4.65K – 223
2024
Q3 		$4.65K Hold
669
– – ﹤0.01% 152
2024
Q2 		$5.23K Hold
669
– – ﹤0.01% 113
2024
Q1 		$7.12K Hold
669
– – ﹤0.01% 96
2023
Q4 		$12.2K Hold
669
– – ﹤0.01% 80
2023
Q3 		$13.1K Hold
669
– – 0.01% 66
2023
Q2 		$23.4K Buy
+669
New +$26.6K 0.01% 63

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

Root Financial Partners's ME Position: Q4 2024 in Review

Root Financial Partners sold out of 23andMe Holding Co (ME) in Q4 2024, closing a stake of 669 shares — an estimated $4.65K sold.

Root Financial Partners first reported a position in ME in Q2 2023 and held it in 6 quarters. The position peaked at $23.4K in Q2 2023. 66 funds tracked by Wall St. Rank hold ME as of Q4 2024.

  • Root Financial Partners reported no remaining 23andMe Holding Co position as of Q4 2024 after selling out during the quarter.
  • Root Financial Partners sold 669 23andMe Holding Co shares in Q4 2024, an estimated $4.65K.
  • Root Financial Partners first reported a position in 23andMe Holding Co in Q2 2023 and held it in 6 quarters.
  • Root Financial Partners's 23andMe Holding Co position peaked at $23.4K in Q2 2023.
  • 66 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2024.

Based on Root Financial Partners's 13F filing for Q4 2024, filed 30 Jan 2025.