AWM
BSM icon

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

Align 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
2022
Q4 		$7.83K Buy
+500
New +$8.85K 0.01% 148

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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Align Wealth Management's BSM Position: Q4 2022 in Review

Align Wealth Management opened a new position in Black Stone Minerals (BSM) in Q4 2022: 500 shares worth $7.83K. The stake represents 0.01% of the portfolio and ranks #148 among its holdings.

172 funds tracked by Wall St. Rank hold BSM as of Q4 2022.

  • Align Wealth Management held 500 shares of Black Stone Minerals worth $7.83K as of Q4 2022.
  • Black Stone Minerals was a new Align Wealth Management position in Q4 2022.
  • Black Stone Minerals made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #148 holding.
  • 172 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.