Bellwether Advisors’s Black Stone Minerals BSM Stock Holding History

Bellwether 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 Q4	–	Sell	-16	Closed	–	–	460
2022 Q3	$0	Sell	16 -8	-33%	-$121	﹤0.01%	468
2022 Q2	$0	Buy	+24	New	+$364	﹤0.01%	415

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bellwether Advisors's BSM Position: Q4 2022 in Review

Bellwether Advisors sold out of Black Stone Minerals (BSM) in Q4 2022, closing a stake of 16 shares.

Bellwether Advisors first reported a position in BSM in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 171 funds tracked by Wall St. Rank hold BSM as of Q4 2022.

Bellwether Advisors reported no remaining Black Stone Minerals position as of Q4 2022 after selling out during the quarter.
Bellwether Advisors sold 16 Black Stone Minerals shares in Q4 2022.
Bellwether Advisors first reported a position in Black Stone Minerals in Q2 2022 and held it in 2 quarters.
Bellwether Advisors's Black Stone Minerals position peaked at $0 in Q3 2022.
171 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.