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Avantax Advisory Services’s Baytex Energy BTE Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$17.9K Buy
+10,000
New +$17.5K ﹤0.01% 2346
2024
Q4 		– Sell
-26,418
Closed -$78.5K – 2188
2024
Q3 		$78.5K Buy
+26,418
New +$89.9K ﹤0.01% 2082

Other funds holding BTE

JCA
Juniper Capital Advisors Houston, Texas $218M AUM 120.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avantax Advisory Services's BTE Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Baytex Energy (BTE) in Q2 2025: 10,000 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #2346 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in BTE as recently as Q3 2024.

Avantax Advisory Services first reported a position in BTE in Q3 2024 and has held it in 2 quarters since. The position peaked at $78.5K in Q3 2024. 143 funds tracked by Wall St. Rank hold BTE as of Q2 2025.

  • Avantax Advisory Services held 10,000 shares of Baytex Energy worth $17.9K as of Q2 2025.
  • Baytex Energy was a new Avantax Advisory Services position in Q2 2025.
  • Baytex Energy made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2346 holding.
  • Avantax Advisory Services first reported a position in Baytex Energy in Q3 2024 and has held it in 2 quarters since.
  • Avantax Advisory Services's Baytex Energy position peaked at $78.5K in Q3 2024.
  • 143 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.