Capital Performance Advisors’s Biote Corp BTMD Stock Holding History

Capital Performance Advisors’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
2024 Q4	–	Sell	-68	Closed	-$379	–	543
2024 Q3	$379	Buy	+68	New	+$454	﹤0.01%	2373

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

BlackRock New York $5.72T AUM 30.48% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Capital Performance Advisors's BTMD Position: Q4 2024 in Review

Capital Performance Advisors sold out of Biote Corp (BTMD) in Q4 2024, closing a stake of 68 shares — an estimated $379 sold.

Capital Performance Advisors first reported a position in BTMD in Q3 2024 and held it in 1 quarter. The position peaked at $379 in Q3 2024. 94 funds tracked by Wall St. Rank hold BTMD as of Q4 2024.

Capital Performance Advisors reported no remaining Biote Corp position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 68 Biote Corp shares in Q4 2024, an estimated $379.
Capital Performance Advisors first reported a position in Biote Corp in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Biote Corp position peaked at $379 in Q3 2024.
94 funds tracked by Wall St. Rank held Biote Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.