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

Apollon 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
Q3 		– Sell
-19,966
Closed -$313K – 1139
2024
Q2 		$313K Buy
19,966
+736
+4% +$11.8K 0.01% 847
2024
Q1 		$307K Buy
19,230
+357
+2% +$5.65K 0.01% 854
2023
Q4 		$301K Buy
18,873
+3,205
+20% +$55.2K 0.01% 836
2023
Q3 		$270K Buy
15,668
+1,389
+10% +$23.7K 0.01% 734
2023
Q2 		$228K Buy
14,279
+984
+7% +$15.7K 0.01% 819
2023
Q1 		$209K Sell
13,295
-2,808
-17% -$44K 0.01% 782
2022
Q4 		$272K Sell
16,103
-2,222
-12% -$39.3K 0.02% 686
2022
Q3 		$287K Buy
+18,325
New +$278K 0.02% 614

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Apollon Wealth Management's BSM Position: Q3 2024 in Review

Apollon Wealth Management sold out of Black Stone Minerals (BSM) in Q3 2024, closing a stake of 19,966 shares — an estimated $313K sold.

Apollon Wealth Management first reported a position in BSM in Q3 2022 and held it in 8 quarters. The position peaked at $313K in Q2 2024. 178 funds tracked by Wall St. Rank hold BSM as of Q3 2024.

  • Apollon Wealth Management reported no remaining Black Stone Minerals position as of Q3 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 19,966 Black Stone Minerals shares in Q3 2024, an estimated $313K.
  • Apollon Wealth Management first reported a position in Black Stone Minerals in Q3 2022 and held it in 8 quarters.
  • Apollon Wealth Management's Black Stone Minerals position peaked at $313K in Q2 2024.
  • 178 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2024.

Based on Apollon Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.