AWM
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Activest Wealth Management’s Black Stone Minerals BSM Stock Holding History

Activest Wealth Management’s Portfolio BSM Stock Details BSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,350
Closed -$22.8K – 348
2022
Q4 		$22.8K Hold
1,350
– – 0.01% 248
2022
Q3 		$21K Buy
+1,350
New +$20.5K 0.01% 249

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Activest Wealth Management's BSM Position: Q1 2023 in Review

Activest Wealth Management sold out of Black Stone Minerals (BSM) in Q1 2023, closing a stake of 1,350 shares — an estimated $22.8K sold.

Activest Wealth Management first reported a position in BSM in Q3 2022 and held it in 2 quarters. The position peaked at $22.8K in Q4 2022. 169 funds tracked by Wall St. Rank hold BSM as of Q1 2023.

  • Activest Wealth Management reported no remaining Black Stone Minerals position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 1,350 Black Stone Minerals shares in Q1 2023, an estimated $22.8K.
  • Activest Wealth Management first reported a position in Black Stone Minerals in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's Black Stone Minerals position peaked at $22.8K in Q4 2022.
  • 169 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.