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American Portfolios Advisors’s Black Stone Minerals BSM Stock Holding History

American Portfolios Advisors’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
Q3 		$85.8K Buy
5,484
+1,084
+25% +$16.4K ﹤0.01% 1440
2022
Q2 		$60.2K Buy
+4,400
New +$66.8K ﹤0.01% 1660

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

American Portfolios Advisors's BSM Position: Q3 2022 in Review

American Portfolios Advisors increased its Black Stone Minerals (BSM) stake by 25% in Q3 2022, buying an estimated $16.4K and bringing the position to 5,484 shares worth $85.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

American Portfolios Advisors first reported a position in BSM in Q2 2022 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold BSM as of Q3 2022.

  • American Portfolios Advisors held 5,484 shares of Black Stone Minerals worth $85.8K as of Q3 2022.
  • American Portfolios Advisors bought 1,084 Black Stone Minerals shares in Q3 2022, an estimated $16.4K.
  • Black Stone Minerals made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1440 holding.
  • American Portfolios Advisors first reported a position in Black Stone Minerals in Q2 2022 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.