AWA
BSM icon

Arete Wealth Advisors’s Black Stone Minerals BSM Stock Holding History

Arete Wealth 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
2024
Q3 		– Sell
-10,400
Closed -$163K – 726
2024
Q2 		$163K Buy
+10,400
New +$166K 0.01% 676
2024
Q1 		– Sell
-10,650
Closed -$170K – 425
2023
Q4 		$170K Sell
10,650
-800
-7% -$13.8K 0.01% 688
2023
Q3 		$197K Buy
11,450
+300
+3% +$5.11K 0.03% 437
2023
Q2 		$178K Buy
+11,150
New +$178K 0.02% 606

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

Arete Wealth Advisors's BSM Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Black Stone Minerals (BSM) in Q3 2024, closing a stake of 10,400 shares — an estimated $163K sold.

Arete Wealth Advisors first reported a position in BSM in Q2 2023 and held it in 4 quarters. The position peaked at $197K in Q3 2023. 178 funds tracked by Wall St. Rank hold BSM as of Q3 2024.

  • Arete Wealth Advisors reported no remaining Black Stone Minerals position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,400 Black Stone Minerals shares in Q3 2024, an estimated $163K.
  • Arete Wealth Advisors first reported a position in Black Stone Minerals in Q2 2023 and held it in 4 quarters.
  • Arete Wealth Advisors's Black Stone Minerals position peaked at $197K in Q3 2023.
  • 178 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.