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Steward Partners Investment Advisory’s Baytex Energy BTE Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-1,600
Closed -$6K – 3326
2023
Q1 		$6K Buy
+1,600
New +$5.92K ﹤0.01% 2723

Other funds holding BTE

NP
Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCM
Thomist Capital Management Houston, Texas $371M AUM 77.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Steward Partners Investment Advisory's BTE Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of Baytex Energy (BTE) in Q2 2023, closing a stake of 1,600 shares — an estimated $6K sold.

Steward Partners Investment Advisory first reported a position in BTE in Q1 2023 and held it in 1 quarter. The position peaked at $6K in Q1 2023. 191 funds tracked by Wall St. Rank hold BTE as of Q2 2023.

  • Steward Partners Investment Advisory reported no remaining Baytex Energy position as of Q2 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,600 Baytex Energy shares in Q2 2023, an estimated $6K.
  • Steward Partners Investment Advisory first reported a position in Baytex Energy in Q1 2023 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Baytex Energy position peaked at $6K in Q1 2023.
  • 191 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.