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AFT Forsyth & Company’s Black Stone Minerals BSM Stock Holding History

AFT Forsyth & Company’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
Q4 		– Sell
-14,290
Closed -$216K – 128
2024
Q3 		$216K Buy
14,290
+356
+3% +$5.33K 0.11% 128
2024
Q2 		$218K Buy
13,934
+315
+2% +$5.04K 0.11% 134
2024
Q1 		$218K Buy
13,619
+406
+3% +$6.43K 0.12% 133
2023
Q4 		$211K Buy
13,213
+346
+3% +$5.95K 0.13% 130
2023
Q3 		$222K Buy
12,867
+344
+3% +$5.86K 0.16% 119
2023
Q2 		$200K Buy
+12,523
New +$200K 0.14% 133

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AFT Forsyth & Company's BSM Position: Q4 2024 in Review

AFT Forsyth & Company sold out of Black Stone Minerals (BSM) in Q4 2024, closing a stake of 14,290 shares — an estimated $216K sold.

AFT Forsyth & Company first reported a position in BSM in Q2 2023 and held it in 6 quarters. The position peaked at $222K in Q3 2023. 181 funds tracked by Wall St. Rank hold BSM as of Q4 2024.

  • AFT Forsyth & Company reported no remaining Black Stone Minerals position as of Q4 2024 after selling out during the quarter.
  • AFT Forsyth & Company sold 14,290 Black Stone Minerals shares in Q4 2024, an estimated $216K.
  • AFT Forsyth & Company first reported a position in Black Stone Minerals in Q2 2023 and held it in 6 quarters.
  • AFT Forsyth & Company's Black Stone Minerals position peaked at $222K in Q3 2023.
  • 181 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2024.

Based on AFT Forsyth & Company's 13F filing for Q4 2024, filed 29 Jan 2025.