Advisory Research’s Biote Corp BTMD Stock Holding History

Advisory Research’s Portfolio BTMD Stock Details BTMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-17,689	Closed	-$90.6K	–	355
2023 Q3	$90.6K	Hold	17,689	–	–	0.01%	423
2023 Q2	$120K	Buy	+17,689	New	+$105K	0.02%	432
2022 Q2	–	Sell	-82,305	Closed	-$813K	–	380
2022 Q1	$813K	Buy	82,305 +3,000	+4%	+$29.5K	0.07%	208
2021 Q4	$777K	Sell	79,305 -7,172	-8%	-$70K	0.06%	222
2021 Q3	$842K	Hold	86,477	–	–	0.05%	215
2021 Q2	$837K	Buy	+86,477	New	+$848K	0.06%	227

Other funds holding BTMD

325 Capital New York $274M AUM 49.96% 1-Year Est. Return

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KLC

Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return

Advisory Research's BTMD Position: Q4 2023 in Review

Advisory Research sold out of Biote Corp (BTMD) in Q4 2023, closing a stake of 17,689 shares — an estimated $90.6K sold.

Advisory Research first reported a position in BTMD in Q2 2021 and held it in 6 quarters. The position peaked at $842K in Q3 2021. 54 funds tracked by Wall St. Rank hold BTMD as of Q4 2023.

Advisory Research reported no remaining Biote Corp position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 17,689 Biote Corp shares in Q4 2023, an estimated $90.6K.
Advisory Research first reported a position in Biote Corp in Q2 2021 and held it in 6 quarters.
Advisory Research's Biote Corp position peaked at $842K in Q3 2021.
54 funds tracked by Wall St. Rank held Biote Corp as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.