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Beaird Harris Wealth Management’s Black Stone Minerals BSM Stock Holding History

Beaird Harris 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 		– Sell
-4,091
Closed -$64K – 744
2022
Q3 		$64K Buy
4,091
+107
+3% +$1.62K 0.01% 146
2022
Q2 		$55K Buy
3,984
+102
+3% +$1.55K 0.02% 130
2022
Q1 		$52K Buy
3,882
+89
+2% +$1.06K 0.02% 185
2021
Q4 		$39K Buy
+3,793
New +$43.8K 0.01% 261

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 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 $490M AUM 66.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Beaird Harris Wealth Management's BSM Position: Q4 2022 in Review

Beaird Harris Wealth Management sold out of Black Stone Minerals (BSM) in Q4 2022, closing a stake of 4,091 shares — an estimated $64K sold.

Beaird Harris Wealth Management first reported a position in BSM in Q4 2021 and held it in 4 quarters. The position peaked at $64K in Q3 2022. 171 funds tracked by Wall St. Rank hold BSM as of Q4 2022.

  • Beaird Harris Wealth Management reported no remaining Black Stone Minerals position as of Q4 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 4,091 Black Stone Minerals shares in Q4 2022, an estimated $64K.
  • Beaird Harris Wealth Management first reported a position in Black Stone Minerals in Q4 2021 and held it in 4 quarters.
  • Beaird Harris Wealth Management's Black Stone Minerals position peaked at $64K in Q3 2022.
  • 171 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.