Stifel Financial
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Stifel Financial’s Baytex Energy BTE Stock Holding History

Stifel Financial’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
Q1 		– Sell
-184,197
Closed -$612K – 3345
2023
Q4 		$612K Sell
184,197
-502,526
-73% -$1.95M ﹤0.01% 2458
2023
Q3 		$3.03M Buy
686,723
+504,439
+277% +$1.98M ﹤0.01% 1323
2023
Q2 		$594K Buy
+182,284
New +$638K ﹤0.01% 2417

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SCM
SIR Capital Management New York $870M AUM 51.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial's BTE Position: Q1 2024 in Review

Stifel Financial sold out of Baytex Energy (BTE) in Q1 2024, closing a stake of 184,197 shares — an estimated $612K sold.

Stifel Financial first reported a position in BTE in Q2 2023 and held it in 3 quarters. The position peaked at $3.03M in Q3 2023. 169 funds tracked by Wall St. Rank hold BTE as of Q1 2024.

  • Stifel Financial reported no remaining Baytex Energy position as of Q1 2024 after selling out during the quarter.
  • Stifel Financial sold 184,197 Baytex Energy shares in Q1 2024, an estimated $612K.
  • Stifel Financial first reported a position in Baytex Energy in Q2 2023 and held it in 3 quarters.
  • Stifel Financial's Baytex Energy position peaked at $3.03M in Q3 2023.
  • 169 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.