ZIM
BTMD icon

Zacks Investment Management’s Biote Corp BTMD Stock Holding History

Zacks Investment 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
Q4 		– Sell
-23,603
Closed -$121K – 620
2023
Q3 		$121K Buy
+23,603
New +$139K ﹤0.01% 585

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return

Zacks Investment Management's BTMD Position: Q4 2023 in Review

Zacks Investment Management sold out of Biote Corp (BTMD) in Q4 2023, closing a stake of 23,603 shares — an estimated $121K sold.

Zacks Investment Management first reported a position in BTMD in Q3 2023 and held it in 1 quarter. The position peaked at $121K in Q3 2023. 54 funds tracked by Wall St. Rank hold BTMD as of Q4 2023.

  • Zacks Investment Management reported no remaining Biote Corp position as of Q4 2023 after selling out during the quarter.
  • Zacks Investment Management sold 23,603 Biote Corp shares in Q4 2023, an estimated $121K.
  • Zacks Investment Management first reported a position in Biote Corp in Q3 2023 and held it in 1 quarter.
  • Zacks Investment Management's Biote Corp position peaked at $121K in Q3 2023.
  • 54 funds tracked by Wall St. Rank held Biote Corp as of Q4 2023.

Based on Zacks Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.