KFI
BTE icon

Key Financial Inc’s Baytex Energy BTE Stock Holding History

Key Financial Inc’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
-1,700
Closed -$5.05K – 1388
2024
Q3 		$5.05K Hold
1,700
– – ﹤0.01% 971
2024
Q2 		$5.92K Hold
1,700
– – ﹤0.01% 915
2024
Q1 		$6.17K Hold
1,700
– – ﹤0.01% 881
2023
Q4 		$5.64K Hold
1,700
– – ﹤0.01% 891
2023
Q3 		$7.5K Hold
1,700
– – ﹤0.01% 797
2023
Q2 		$5.54K Buy
+1,700
New +$5.95K ﹤0.01% 901

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

Key Financial Inc's BTE Position: Q4 2024 in Review

Key Financial Inc sold out of Baytex Energy (BTE) in Q4 2024, closing a stake of 1,700 shares — an estimated $5.05K sold.

Key Financial Inc first reported a position in BTE in Q2 2023 and held it in 6 quarters. The position peaked at $7.5K in Q3 2023. 156 funds tracked by Wall St. Rank hold BTE as of Q4 2024.

  • Key Financial Inc reported no remaining Baytex Energy position as of Q4 2024 after selling out during the quarter.
  • Key Financial Inc sold 1,700 Baytex Energy shares in Q4 2024, an estimated $5.05K.
  • Key Financial Inc first reported a position in Baytex Energy in Q2 2023 and held it in 6 quarters.
  • Key Financial Inc's Baytex Energy position peaked at $7.5K in Q3 2023.
  • 156 funds tracked by Wall St. Rank held Baytex Energy as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.