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Precept Management’s Biote Corp BTMD Stock Holding History

Precept 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
2023
Q3 		$256K Hold
50,000
– – 0.2% 23
2023
Q2 		$338K Hold
50,000
– – 0.46% 22
2023
Q1 		$310K Buy
+50,000
New +$224K 0.38% 23

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
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Precept Management's BTMD Position: Q3 2023 in Review

Precept Management held its Biote Corp (BTMD) position steady in Q3 2023 at 50,000 shares worth $256K. The position accounts for 0.2% of the portfolio, ranked #23.

Precept Management first reported a position in BTMD in Q1 2023 and has held it in 3 quarters since. The position peaked at $338K in Q2 2023. 54 funds tracked by Wall St. Rank hold BTMD as of Q3 2023.

  • Precept Management held 50,000 shares of Biote Corp worth $256K as of Q3 2023.
  • Precept Management left its Biote Corp share count unchanged in Q3 2023.
  • Biote Corp made up 0.2% of Precept Management's portfolio in Q3 2023, its #23 holding.
  • Precept Management first reported a position in Biote Corp in Q1 2023 and has held it in 3 quarters since.
  • Precept Management's Biote Corp position peaked at $338K in Q2 2023.
  • 54 funds tracked by Wall St. Rank held Biote Corp as of Q3 2023.

Based on Precept Management's 13F filing for Q3 2023, filed 14 Nov 2023.