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Capital Performance Advisors’s Black Stone Minerals BSM Stock Holding History

Capital Performance 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
Q4 		– Sell
-500
Closed -$7.55K – 537
2024
Q3 		$7.55K Buy
+500
New +$7.49K ﹤0.01% 950

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
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
N
Natixis Paris, France $28B AUM 26.79% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Performance Advisors's BSM Position: Q4 2024 in Review

Capital Performance Advisors sold out of Black Stone Minerals (BSM) in Q4 2024, closing a stake of 500 shares — an estimated $7.55K sold.

Capital Performance Advisors first reported a position in BSM in Q3 2024 and held it in 1 quarter. The position peaked at $7.55K in Q3 2024. 181 funds tracked by Wall St. Rank hold BSM as of Q4 2024.

  • Capital Performance Advisors reported no remaining Black Stone Minerals position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 500 Black Stone Minerals shares in Q4 2024, an estimated $7.55K.
  • Capital Performance Advisors first reported a position in Black Stone Minerals in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Black Stone Minerals position peaked at $7.55K in Q3 2024.
  • 181 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.