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Koonce Calvin Scott’s Baytex Energy BTE Stock Holding History

Koonce Calvin Scott’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
2023
Q4 		$62.2K Hold
18,725
– – 0.05% 2
2023
Q3 		$82.6K Hold
18,725
– – 0.09% 2
2023
Q2 		$61K Buy
+18,725
New +$65.6K 0.06% 2

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SCM
SIR Capital Management New York $870M AUM 51.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Koonce Calvin Scott's BTE Position: Q4 2023 in Review

Koonce Calvin Scott held its Baytex Energy (BTE) position steady in Q4 2023 at 18,725 shares worth $62.2K. The position accounts for 0.05% of the portfolio, ranked #2.

Koonce Calvin Scott first reported a position in BTE in Q2 2023 and has held it in 3 quarters since. The position peaked at $82.6K in Q3 2023. 169 funds tracked by Wall St. Rank hold BTE as of Q4 2023.

  • Koonce Calvin Scott held 18,725 shares of Baytex Energy worth $62.2K as of Q4 2023.
  • Koonce Calvin Scott left its Baytex Energy share count unchanged in Q4 2023.
  • Baytex Energy made up 0.05% of Koonce Calvin Scott's portfolio in Q4 2023, its #2 holding.
  • Koonce Calvin Scott first reported a position in Baytex Energy in Q2 2023 and has held it in 3 quarters since.
  • Koonce Calvin Scott's Baytex Energy position peaked at $82.6K in Q3 2023.
  • 169 funds tracked by Wall St. Rank held Baytex Energy as of Q4 2023.

Based on Koonce Calvin Scott's 13F filing for Q4 2023, filed 29 Jan 2024.