TWM
ME

Tradition Wealth Management’s 23andMe Holding Co ME Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-230
Closed -$4K – 1241
2023
Q4 		$4K Sell
230
-75
-25% -$1.3K ﹤0.01% 1208
2023
Q3 		$6K Buy
305
+2
+0.7% +$56 ﹤0.01% 1154
2023
Q2 		$11K Buy
303
+19
+7% +$757 ﹤0.01% 1028
2023
Q1 		$13K Buy
+284
New +$13.7K ﹤0.01% 948

Other funds holding ME

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
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
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
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
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return

Tradition Wealth Management's ME Position: Q1 2024 in Review

Tradition Wealth Management sold out of 23andMe Holding Co (ME) in Q1 2024, closing a stake of 230 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in ME in Q1 2023 and held it in 4 quarters. The position peaked at $13K in Q1 2023. 149 funds tracked by Wall St. Rank hold ME as of Q1 2024.

  • Tradition Wealth Management reported no remaining 23andMe Holding Co position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 230 23andMe Holding Co shares in Q1 2024, an estimated $4K.
  • Tradition Wealth Management first reported a position in 23andMe Holding Co in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's 23andMe Holding Co position peaked at $13K in Q1 2023.
  • 149 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.