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Dakota Wealth Management’s Biote Corp BTMD Stock Holding History

Dakota 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
2022
Q2 		– Sell
-13,100
Closed -$129K – 515
2022
Q1 		$129K Hold
13,100
– – 0.01% 434
2021
Q4 		$128K Hold
13,100
– – 0.01% 373
2021
Q3 		$128K Hold
13,100
– – 0.01% 337
2021
Q2 		$127K Buy
+13,100
New +$129K 0.02% 327

Other funds holding BTMD

CM
Cohanzick Management Pleasantville, New York $231K AUM 3.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TPMI
Tilden Park Management I New York $5.38M AUM 28.49% 1-Year Est. Return

Dakota Wealth Management's BTMD Position: Q2 2022 in Review

Dakota Wealth Management sold out of Biote Corp (BTMD) in Q2 2022, closing a stake of 13,100 shares — an estimated $129K sold.

Dakota Wealth Management first reported a position in BTMD in Q2 2021 and held it in 4 quarters. The position peaked at $129K in Q1 2022. 12 funds tracked by Wall St. Rank hold BTMD as of Q2 2022.

  • Dakota Wealth Management reported no remaining Biote Corp position as of Q2 2022 after selling out during the quarter.
  • Dakota Wealth Management sold 13,100 Biote Corp shares in Q2 2022, an estimated $129K.
  • Dakota Wealth Management first reported a position in Biote Corp in Q2 2021 and held it in 4 quarters.
  • Dakota Wealth Management's Biote Corp position peaked at $129K in Q1 2022.
  • 12 funds tracked by Wall St. Rank held Biote Corp as of Q2 2022.

Based on Dakota Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.