Phoenix Financial’s Biote Corp BTMD Stock Holding History

Phoenix Financial’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
2021 Q3	–	Sell	-495,050	Closed	-$4.79M	–	417
2021 Q2	$4.79M	Buy	+495,050	New	+$4.86M	0.09%	154

Other funds holding BTMD

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return

RCM

Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RIA

RP Investment Advisors Toronto, Ontario, Canada $900K AUM 17.98% 1-Year Est. Return

Phoenix Financial's BTMD Position: Q3 2021 in Review

Phoenix Financial sold out of Biote Corp (BTMD) in Q3 2021, closing a stake of 495,050 shares — an estimated $4.79M sold.

Phoenix Financial first reported a position in BTMD in Q2 2021 and held it in 1 quarter. The position peaked at $4.79M in Q2 2021. 65 funds tracked by Wall St. Rank hold BTMD as of Q3 2021.

Phoenix Financial reported no remaining Biote Corp position as of Q3 2021 after selling out during the quarter.
Phoenix Financial sold 495,050 Biote Corp shares in Q3 2021, an estimated $4.79M.
Phoenix Financial first reported a position in Biote Corp in Q2 2021 and held it in 1 quarter.
Phoenix Financial's Biote Corp position peaked at $4.79M in Q2 2021.
65 funds tracked by Wall St. Rank held Biote Corp as of Q3 2021.

Based on Phoenix Financial's 13F filing for Q3 2021, filed 27 Oct 2021.