Wealth Enhancement Advisory Services
ME

Wealth Enhancement Advisory Services’s 23andMe Holding Co ME Stock Holding History

Wealth Enhancement Advisory Services’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
-617
Closed -$4.29K – 3159
2024
Q3 		$4.29K Sell
617
-13
-2% -$97 ﹤0.01% 2753
2024
Q2 		$4.93K Buy
630
+13
+2% +$124 ﹤0.01% 2545
2024
Q1 		$6.57K Sell
617
-52
-8% -$669 ﹤0.01% 2426
2023
Q4 		$12.2K Sell
669
-360
-35% -$6.22K ﹤0.01% 2276
2023
Q3 		$20.1K Buy
+1,029
New +$28.8K ﹤0.01% 2195

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

Wealth Enhancement Advisory Services's ME Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of 23andMe Holding Co (ME) in Q4 2024, closing a stake of 617 shares — an estimated $4.29K sold.

Wealth Enhancement Advisory Services first reported a position in ME in Q3 2023 and held it in 5 quarters. The position peaked at $20.1K in Q3 2023. 66 funds tracked by Wall St. Rank hold ME as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining 23andMe Holding Co position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 617 23andMe Holding Co shares in Q4 2024, an estimated $4.29K.
  • Wealth Enhancement Advisory Services first reported a position in 23andMe Holding Co in Q3 2023 and held it in 5 quarters.
  • Wealth Enhancement Advisory Services's 23andMe Holding Co position peaked at $20.1K in Q3 2023.
  • 66 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.