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Register Financial Advisors’s Battalion Oil BATL Stock Holding History

Register Financial Advisors’s Portfolio BATL Stock Details BATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8
Closed -$27 – 341
2024
Q2 		$27 Sell
8
-9
-53% -$48 ﹤0.01% 726
2024
Q1 		$96 Buy
+17
New +$118 ﹤0.01% 732
2023
Q4 		– Sell
-8
Closed -$49 – 332
2023
Q3 		$49 Hold
8
– – ﹤0.01% 592
2023
Q2 		$46 Hold
8
– – ﹤0.01% 549
2023
Q1 		$53 Buy
+8
New +$74 ﹤0.01% 546

Other funds holding BATL

LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
LIA
LSP Investment Advisors New York $138M AUM 21.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VAM
Vazirani Asset Management New York $43.4M AUM 84.05% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Register Financial Advisors's BATL Position: Q3 2024 in Review

Register Financial Advisors sold out of Battalion Oil (BATL) in Q3 2024, closing a stake of 8 shares — an estimated $27 sold.

Register Financial Advisors first reported a position in BATL in Q1 2023 and held it in 5 quarters. The position peaked at $96 in Q1 2024. 34 funds tracked by Wall St. Rank hold BATL as of Q3 2024.

  • Register Financial Advisors reported no remaining Battalion Oil position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 8 Battalion Oil shares in Q3 2024, an estimated $27.
  • Register Financial Advisors first reported a position in Battalion Oil in Q1 2023 and held it in 5 quarters.
  • Register Financial Advisors's Battalion Oil position peaked at $96 in Q1 2024.
  • 34 funds tracked by Wall St. Rank held Battalion Oil as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.