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Bogart Wealth LLC’s Black Stone Minerals BSM Stock Holding History

Bogart Wealth LLC’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
2026
Q1 		$24.5K Hold
1,623
– – ﹤0.01% 668
2025
Q4 		$21.6K Hold
1,623
– – ﹤0.01% 659
2025
Q3 		$21.3K Hold
1,623
– – ﹤0.01% 646
2025
Q2 		$21.2K Hold
1,623
– – ﹤0.01% 618
2025
Q1 		$24.8K Hold
1,623
– – ﹤0.01% 542
2024
Q4 		$23.7K Hold
1,623
– – ﹤0.01% 550
2024
Q3 		$24.5K Sell
1,623
-100
-6% -$1.5K ﹤0.01% 521
2024
Q2 		$27K Buy
1,723
+100
+6% +$1.6K ﹤0.01% 490
2024
Q1 		$25.9K Buy
+1,623
New +$25.7K ﹤0.01% 470
2022
Q3 		– Sell
-1,000
Closed -$14K – 1014
2022
Q2 		$14K Buy
+1,000
New +$15.2K ﹤0.01% 473

Other funds holding BSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.02B AUM 27.44% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $369M AUM 11.81% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return