AWM
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Avior Wealth Management’s Biote Corp BTMD Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-392
Closed -$2.42K – 955
2024
Q4 		$2.42K Buy
392
+39
+11% +$227 ﹤0.01% 2083
2024
Q3 		$1.97K Hold
353
– – ﹤0.01% 1977
2024
Q2 		$2.64K Sell
353
-95
-21% -$586 ﹤0.01% 1891
2024
Q1 		$2.6K Buy
+448
New +$2.25K ﹤0.01% 2230

Other funds holding BTMD

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Avior Wealth Management's BTMD Position: Q1 2025 in Review

Avior Wealth Management sold out of Biote Corp (BTMD) in Q1 2025, closing a stake of 392 shares — an estimated $2.42K sold.

Avior Wealth Management first reported a position in BTMD in Q1 2024 and held it in 4 quarters. The position peaked at $2.64K in Q2 2024. 90 funds tracked by Wall St. Rank hold BTMD as of Q1 2025.

  • Avior Wealth Management reported no remaining Biote Corp position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 392 Biote Corp shares in Q1 2025, an estimated $2.42K.
  • Avior Wealth Management first reported a position in Biote Corp in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Biote Corp position peaked at $2.64K in Q2 2024.
  • 90 funds tracked by Wall St. Rank held Biote Corp as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.