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HighPoint Advisor Group’s Baytex Energy BTE Stock Holding History

HighPoint Advisor Group’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
Q3 		– Sell
-64,288
Closed -$227K – 704
2024
Q2 		$227K Hold
64,288
– – 0.01% 552
2024
Q1 		$222K Buy
64,288
+350
+0.5% +$1.14K 0.02% 572
2023
Q4 		$228K Buy
+63,938
New +$248K 0.02% 547
2020
Q3 		– Sell
-11,663
Closed -$6K – 392
2020
Q2 		$6K Buy
+11,663
New +$4.18K ﹤0.01% 356

Other funds holding BTE

JCA
Juniper Capital Advisors Houston, Texas $218M AUM 120.09% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $1.31B AUM 46.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HighPoint Advisor Group's BTE Position: Q3 2024 in Review

HighPoint Advisor Group sold out of Baytex Energy (BTE) in Q3 2024, closing a stake of 64,288 shares — an estimated $227K sold.

HighPoint Advisor Group first reported a position in BTE in Q2 2020 and held it in 4 quarters. The position peaked at $228K in Q4 2023. 164 funds tracked by Wall St. Rank hold BTE as of Q3 2024.

  • HighPoint Advisor Group reported no remaining Baytex Energy position as of Q3 2024 after selling out during the quarter.
  • HighPoint Advisor Group sold 64,288 Baytex Energy shares in Q3 2024, an estimated $227K.
  • HighPoint Advisor Group first reported a position in Baytex Energy in Q2 2020 and held it in 4 quarters.
  • HighPoint Advisor Group's Baytex Energy position peaked at $228K in Q4 2023.
  • 164 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2024.

Based on HighPoint Advisor Group's 13F filing for Q3 2024, filed 4 Nov 2024.