Allworth Financial’s Baytex Energy BTE Stock Holding History

Allworth Financial’s Portfolio BTE Stock Details BTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-381	Closed	-$1.68K	–	3482
2023 Q3	$1.68K	Buy	+381	New	+$1.5K	﹤0.01%	2622

Other funds holding BTE

JCA

Juniper Capital Advisors Houston, Texas $218M AUM 120.09% 1-Year Est. Return

Ninepoint Partners Toronto, Ontario, Canada $1.31B AUM 46.75% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SCM

SIR Capital Management New York $870M AUM 51.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Allworth Financial's BTE Position: Q4 2023 in Review

Allworth Financial sold out of Baytex Energy (BTE) in Q4 2023, closing a stake of 381 shares — an estimated $1.68K sold.

Allworth Financial first reported a position in BTE in Q3 2023 and held it in 1 quarter. The position peaked at $1.68K in Q3 2023. 169 funds tracked by Wall St. Rank hold BTE as of Q4 2023.

Allworth Financial reported no remaining Baytex Energy position as of Q4 2023 after selling out during the quarter.
Allworth Financial sold 381 Baytex Energy shares in Q4 2023, an estimated $1.68K.
Allworth Financial first reported a position in Baytex Energy in Q3 2023 and held it in 1 quarter.
Allworth Financial's Baytex Energy position peaked at $1.68K in Q3 2023.
169 funds tracked by Wall St. Rank held Baytex Energy as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.