Carson Wealth (CWM LLC)
BTE icon

Carson Wealth (CWM LLC)’s Baytex Energy BTE Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$5.45K Sell
1,220
-362
-23% -$1.34K ﹤0.01% 4992
2025
Q4 		$5K Sell
1,582
-1,638
-51% -$4.56K ﹤0.01% 4797
2025
Q3 		$8K Hold
3,220
– – ﹤0.01% 4550
2025
Q2 		$6K Hold
3,220
– – ﹤0.01% 4520
2025
Q1 		$7K Hold
3,220
– – ﹤0.01% 4268
2024
Q4 		$8K Sell
3,220
-36
-1% -$102 ﹤0.01% 3975
2024
Q3 		$10K Buy
3,256
+36
+1% +$122 ﹤0.01% 3768
2024
Q2 		$11K Hold
3,220
– – ﹤0.01% 3467
2024
Q1 		$12K Sell
3,220
-37
-1% -$120 ﹤0.01% 3214
2023
Q4 		$11K Sell
3,257
-1,517
-32% -$5.88K ﹤0.01% 3119
2023
Q3 		$21K Sell
4,774
-592
-11% -$2.32K ﹤0.01% 2641
2023
Q2 		$17K Buy
5,366
+3,329
+163% +$11.7K ﹤0.01% 2734
2023
Q1 		$8K Buy
+2,037
New +$7.54K ﹤0.01% 3057

Other funds holding BTE

JCA
Juniper Capital Advisors Houston, Texas $332M AUM 102.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $578M AUM 79.84% 1-Year Est. Return