IFP Advisors’s Baytex Energy BTE Stock Holding History

IFP 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
2025 Q2	–	Sell	-142	Closed	-$317	–	4931
2025 Q1	$317	Hold	142	–	–	﹤0.01%	3551
2024 Q4	$366	Hold	142	–	–	﹤0.01%	3501
2024 Q3	$422	Sell	142 -287	-67%	-$977	﹤0.01%	3163
2024 Q2	$1.49K	Hold	429	–	–	﹤0.01%	2892
2024 Q1	$1.56K	Buy	429 +142	+49%	+$460	﹤0.01%	2758
2023 Q4	$953	Hold	287	–	–	﹤0.01%	2814
2023 Q3	$1.27K	Hold	287	–	–	﹤0.01%	2948
2023 Q2	$936	Hold	287	–	–	﹤0.01%	3091
2023 Q1	$1.18K	Buy	+287	New	+$1.06K	﹤0.01%	3052
2019 Q4	–	Sell	-845	Closed	-$1.04K	–	2857
2019 Q3	$1K	Buy	+845	New	+$1.21K	﹤0.01%	2829
2019 Q1	–	Sell	-2,800	Closed	-$5K	–	2489
2018 Q4	$5K	Buy	+2,800	New	+$5.72K	﹤0.01%	2819
2017 Q2	–	Sell	-504	Closed	-$2K	–	4081
2017 Q1	$2K	Hold	504	–	–	﹤0.01%	3626
2016 Q4	$2K	Hold	504	–	–	﹤0.01%	3618
2016 Q3	$2K	Hold	504	–	–	﹤0.01%	3554
2016 Q2	$3K	Buy	+504	New	+$2.52K	﹤0.01%	3325
2016 Q1	–	Sell	-966	Closed	-$3K	–	2483
2015 Q4	$3K	Buy	+966	New	+$3.77K	﹤0.01%	3160

Other funds holding BTE

JCA

Juniper Capital Advisors Houston, Texas $218M AUM 120.09% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IFP Advisors's BTE Position: Q2 2025 in Review

IFP Advisors sold out of Baytex Energy (BTE) in Q2 2025, closing a stake of 142 shares — an estimated $317 sold.

IFP Advisors first reported a position in BTE in Q4 2015 and held it in 16 quarters. The position peaked at $5K in Q4 2018. 143 funds tracked by Wall St. Rank hold BTE as of Q2 2025.

IFP Advisors reported no remaining Baytex Energy position as of Q2 2025 after selling out during the quarter.
IFP Advisors sold 142 Baytex Energy shares in Q2 2025, an estimated $317.
IFP Advisors first reported a position in Baytex Energy in Q4 2015 and held it in 16 quarters.
IFP Advisors's Baytex Energy position peaked at $5K in Q4 2018.
143 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.