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Allworth Financial’s Black Stone Minerals BSM Stock Holding History

Allworth 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
2023
Q2 		– Sell
-134
Closed -$2.1K – 3269
2023
Q1 		$2.1K Buy
134
+99
+283% +$1.55K ﹤0.01% 2385
2022
Q4 		$590 Hold
35
– – ﹤0.01% 2595
2022
Q3 		$1K Buy
+35
New +$531 ﹤0.01% 2324

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
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return

Allworth Financial's BSM Position: Q2 2023 in Review

Allworth Financial sold out of Black Stone Minerals (BSM) in Q2 2023, closing a stake of 134 shares — an estimated $2.1K sold.

Allworth Financial first reported a position in BSM in Q3 2022 and held it in 3 quarters. The position peaked at $2.1K in Q1 2023. 171 funds tracked by Wall St. Rank hold BSM as of Q2 2023.

  • Allworth Financial reported no remaining Black Stone Minerals position as of Q2 2023 after selling out during the quarter.
  • Allworth Financial sold 134 Black Stone Minerals shares in Q2 2023, an estimated $2.1K.
  • Allworth Financial first reported a position in Black Stone Minerals in Q3 2022 and held it in 3 quarters.
  • Allworth Financial's Black Stone Minerals position peaked at $2.1K in Q1 2023.
  • 171 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2023.

Based on Allworth Financial's 13F filing for Q2 2023, filed 18 Jul 2023.