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Orion Portfolio Solutions’s Baytex Energy BTE Stock Holding History

Orion Portfolio Solutions’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
-14,571
Closed -$50.6K – 1790
2024
Q2 		$50.6K Buy
+14,571
New +$52.1K ﹤0.01% 1700

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

Orion Portfolio Solutions's BTE Position: Q3 2024 in Review

Orion Portfolio Solutions sold out of Baytex Energy (BTE) in Q3 2024, closing a stake of 14,571 shares — an estimated $50.6K sold.

Orion Portfolio Solutions first reported a position in BTE in Q2 2024 and held it in 1 quarter. The position peaked at $50.6K in Q2 2024. 164 funds tracked by Wall St. Rank hold BTE as of Q3 2024.

  • Orion Portfolio Solutions reported no remaining Baytex Energy position as of Q3 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 14,571 Baytex Energy shares in Q3 2024, an estimated $50.6K.
  • Orion Portfolio Solutions first reported a position in Baytex Energy in Q2 2024 and held it in 1 quarter.
  • Orion Portfolio Solutions's Baytex Energy position peaked at $50.6K in Q2 2024.
  • 164 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2024.

Based on Orion Portfolio Solutions's 13F filing for Q3 2024, filed 15 Nov 2024.