Tradition Wealth Management’s Biote Corp BTMD Stock Holding History

Tradition 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
2023 Q3	–	Sell	-404	Closed	-$3K	–	1363
2023 Q2	$3K	Buy	+404	New	+$2.4K	﹤0.01%	1314

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

KLC

Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tradition Wealth Management's BTMD Position: Q3 2023 in Review

Tradition Wealth Management sold out of Biote Corp (BTMD) in Q3 2023, closing a stake of 404 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in BTMD in Q2 2023 and held it in 1 quarter. The position peaked at $3K in Q2 2023. 54 funds tracked by Wall St. Rank hold BTMD as of Q3 2023.

Tradition Wealth Management reported no remaining Biote Corp position as of Q3 2023 after selling out during the quarter.
Tradition Wealth Management sold 404 Biote Corp shares in Q3 2023, an estimated $3K.
Tradition Wealth Management first reported a position in Biote Corp in Q2 2023 and held it in 1 quarter.
Tradition Wealth Management's Biote Corp position peaked at $3K in Q2 2023.
54 funds tracked by Wall St. Rank held Biote Corp as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.