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Coppell Advisory Solutions’s Baytex Energy BTE Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-222
Closed -$546 – 529
2024
Q4 		$546 Hold
222
– – ﹤0.01% 1746
2024
Q3 		$653 Hold
222
– – ﹤0.01% 1631
2024
Q2 		$769 Buy
+222
New +$794 ﹤0.01% 1532
2023
Q4 		$737 Buy
+222
New +$860 ﹤0.01% 1463
2023
Q3 		– Sell
-311
Closed -$1K – 1246
2023
Q2 		$1K Buy
+311
New +$1.09K ﹤0.01% 1146

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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Coppell Advisory Solutions's BTE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Baytex Energy (BTE) in Q1 2025, closing a stake of 222 shares — an estimated $546 sold.

Coppell Advisory Solutions first reported a position in BTE in Q2 2023 and held it in 5 quarters. The position peaked at $1K in Q2 2023. 153 funds tracked by Wall St. Rank hold BTE as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Baytex Energy position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 222 Baytex Energy shares in Q1 2025, an estimated $546.
  • Coppell Advisory Solutions first reported a position in Baytex Energy in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Baytex Energy position peaked at $1K in Q2 2023.
  • 153 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.