Creative Planning
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Creative Planning’s Biote Corp BTMD Stock Holding History

Creative Planning’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
Q1 		– Sell
-11,599
Closed -$57.3K – 2934
2023
Q4 		$57.3K Hold
11,599
– – ﹤0.01% 2634
2023
Q3 		$59.4K Hold
11,599
– – ﹤0.01% 2463
2023
Q2 		$78.4K Hold
11,599
– – ﹤0.01% 2388
2023
Q1 		$71.8K Hold
11,599
– – ﹤0.01% 2296
2022
Q4 		$43.3K Hold
11,599
– – ﹤0.01% 2243
2022
Q3 		$50K Hold
11,599
– – ﹤0.01% 2118
2022
Q2 		$44K Buy
+11,599
New +$91.1K ﹤0.01% 2068

Other funds holding BTMD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's BTMD Position: Q1 2024 in Review

Creative Planning sold out of Biote Corp (BTMD) in Q1 2024, closing a stake of 11,599 shares — an estimated $57.3K sold.

Creative Planning first reported a position in BTMD in Q2 2022 and held it in 7 quarters. The position peaked at $78.4K in Q2 2023. 54 funds tracked by Wall St. Rank hold BTMD as of Q1 2024.

  • Creative Planning reported no remaining Biote Corp position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 11,599 Biote Corp shares in Q1 2024, an estimated $57.3K.
  • Creative Planning first reported a position in Biote Corp in Q2 2022 and held it in 7 quarters.
  • Creative Planning's Biote Corp position peaked at $78.4K in Q2 2023.
  • 54 funds tracked by Wall St. Rank held Biote Corp as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.