Lorne Steinberg Wealth Management’s Baytex Energy BTE Stock Holding History

Lorne Steinberg Wealth Management’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	-70,000	Closed	-$209K	–	71
2024 Q3	$209K	Hold	70,000	–	–	0.06%	69
2024 Q2	$242K	Hold	70,000	–	–	0.08%	68
2024 Q1	$253K	Hold	70,000	–	–	0.08%	69
2023 Q4	$231K	Hold	70,000	–	–	0.08%	69
2023 Q3	$126K	Hold	70,000	–	–	0.05%	69
2023 Q2	$228K	Buy	+70,000	New	+$245K	0.09%	65

Other funds holding BTE

JCA

Juniper Capital Advisors Houston, Texas $332M AUM 102.57% 1-Year Est. Return

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

Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lorne Steinberg Wealth Management's BTE Position: Q4 2024 in Review

Lorne Steinberg Wealth Management sold out of Baytex Energy (BTE) in Q4 2024, closing a stake of 70,000 shares — an estimated $209K sold.

Lorne Steinberg Wealth Management first reported a position in BTE in Q2 2023 and held it in 6 quarters. The position peaked at $253K in Q1 2024. 156 funds tracked by Wall St. Rank hold BTE as of Q4 2024.

Lorne Steinberg Wealth Management reported no remaining Baytex Energy position as of Q4 2024 after selling out during the quarter.
Lorne Steinberg Wealth Management sold 70,000 Baytex Energy shares in Q4 2024, an estimated $209K.
Lorne Steinberg Wealth Management first reported a position in Baytex Energy in Q2 2023 and held it in 6 quarters.
Lorne Steinberg Wealth Management's Baytex Energy position peaked at $253K in Q1 2024.
156 funds tracked by Wall St. Rank held Baytex Energy as of Q4 2024.

Based on Lorne Steinberg Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.