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EP Wealth Advisors’s Baytex Energy BTE Stock Holding History

EP Wealth Advisors’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
2024
Q4 		– Sell
-15,068
Closed -$44.8K – 1251
2024
Q3 		$44.8K Buy
+15,068
New +$51.3K ﹤0.01% 1166
2014
Q4 		– Sell
-6,200
Closed -$235K – 136
2014
Q3 		$235K Hold
6,200
– – 0.04% 103
2014
Q2 		$286K Hold
6,200
– – 0.07% 88
2014
Q1 		$255K Hold
6,200
– – 0.07% 92
2013
Q4 		$243K Hold
6,200
– – 0.06% 107
2013
Q3 		$256K Hold
6,200
– – 0.08% 88
2013
Q2 		$223K Buy
+6,200
New +$238K 0.08% 71

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
NP
Ninepoint Partners Toronto, Ontario, Canada $1.31B AUM 46.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EP Wealth Advisors's BTE Position: Q4 2024 in Review

EP Wealth Advisors sold out of Baytex Energy (BTE) in Q4 2024, closing a stake of 15,068 shares — an estimated $44.8K sold.

EP Wealth Advisors first reported a position in BTE in Q2 2013 and held it in 7 quarters. The position peaked at $286K in Q2 2014. 156 funds tracked by Wall St. Rank hold BTE as of Q4 2024.

  • EP Wealth Advisors reported no remaining Baytex Energy position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 15,068 Baytex Energy shares in Q4 2024, an estimated $44.8K.
  • EP Wealth Advisors first reported a position in Baytex Energy in Q2 2013 and held it in 7 quarters.
  • EP Wealth Advisors's Baytex Energy position peaked at $286K in Q2 2014.
  • 156 funds tracked by Wall St. Rank held Baytex Energy as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.