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Advisornet Financial’s Black Stone Minerals BSM Stock Holding History

Advisornet Financial’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
2025
Q1 		– Sell
-500
Closed -$7.3K – 2182
2024
Q4 		$7.3K Hold
500
– – ﹤0.01% 1393
2024
Q3 		$7.55K Hold
500
– – ﹤0.01% 1479
2024
Q2 		$7.83K Hold
500
– – ﹤0.01% 1375
2024
Q1 		$7.99K Hold
500
– – ﹤0.01% 1350
2023
Q4 		$7.98K Hold
500
– – ﹤0.01% 1370
2023
Q3 		$8.62K Buy
+500
New +$8.52K ﹤0.01% 1276

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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

Advisornet Financial's BSM Position: Q1 2025 in Review

Advisornet Financial sold out of Black Stone Minerals (BSM) in Q1 2025, closing a stake of 500 shares — an estimated $7.3K sold.

Advisornet Financial first reported a position in BSM in Q3 2023 and held it in 6 quarters. The position peaked at $8.62K in Q3 2023. 177 funds tracked by Wall St. Rank hold BSM as of Q1 2025.

  • Advisornet Financial reported no remaining Black Stone Minerals position as of Q1 2025 after selling out during the quarter.
  • Advisornet Financial sold 500 Black Stone Minerals shares in Q1 2025, an estimated $7.3K.
  • Advisornet Financial first reported a position in Black Stone Minerals in Q3 2023 and held it in 6 quarters.
  • Advisornet Financial's Black Stone Minerals position peaked at $8.62K in Q3 2023.
  • 177 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2025.

Based on Advisornet Financial's 13F filing for Q1 2025, filed 7 Apr 2025.