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Bivin & Associates’s Black Stone Minerals BSM Stock Holding History

Bivin & Associates’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
Q2 		$1K Hold
100
– – ﹤0.01% 248
2022
Q1 		$1K Hold
100
– – ﹤0.01% 276
2021
Q4 		$1K Buy
+100
New +$1.15K ﹤0.01% 283

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 $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Bivin & Associates's BSM Position: Q2 2022 in Review

Bivin & Associates held its Black Stone Minerals (BSM) position steady in Q2 2022 at 100 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Bivin & Associates first reported a position in BSM in Q4 2021 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold BSM as of Q2 2022.

  • Bivin & Associates held 100 shares of Black Stone Minerals worth $1K as of Q2 2022.
  • Bivin & Associates left its Black Stone Minerals share count unchanged in Q2 2022.
  • Black Stone Minerals made up ﹤0.01% of Bivin & Associates's portfolio in Q2 2022, its #248 holding.
  • Bivin & Associates first reported a position in Black Stone Minerals in Q4 2021 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.