AWM
BSM icon

AE Wealth Management’s Black Stone Minerals BSM Stock Holding History

AE 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
2024
Q1 		– Sell
-15,083
Closed -$250K – 1257
2023
Q4 		$250K Buy
+15,083
New +$260K ﹤0.01% 1793
2023
Q2 		– Sell
-62,489
Closed -$980K – 1915
2023
Q1 		$980K Buy
62,489
+6,734
+12% +$105K 0.01% 1053
2022
Q4 		$941K Buy
55,755
+20,611
+59% +$365K 0.01% 1011
2022
Q3 		$550K Buy
35,144
+4,329
+14% +$65.7K ﹤0.01% 1209
2022
Q2 		$422K Buy
+30,815
New +$468K ﹤0.01% 1285

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
N
Natixis Paris, France $28B AUM 26.79% 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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return

AE Wealth Management's BSM Position: Q1 2024 in Review

AE Wealth Management sold out of Black Stone Minerals (BSM) in Q1 2024, closing a stake of 15,083 shares — an estimated $250K sold.

AE Wealth Management first reported a position in BSM in Q2 2022 and held it in 5 quarters. The position peaked at $980K in Q1 2023. 183 funds tracked by Wall St. Rank hold BSM as of Q1 2024.

  • AE Wealth Management reported no remaining Black Stone Minerals position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 15,083 Black Stone Minerals shares in Q1 2024, an estimated $250K.
  • AE Wealth Management first reported a position in Black Stone Minerals in Q2 2022 and held it in 5 quarters.
  • AE Wealth Management's Black Stone Minerals position peaked at $980K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.