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Cavalier Investments’s Black Stone Minerals BSM Stock Holding History

Cavalier Investments’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
2023
Q2 		– Sell
-27,571
Closed -$433K – 95
2023
Q1 		$433K Buy
27,571
+3,624
+15% +$56.8K 0.18% 59
2022
Q4 		$404K Buy
+23,947
New +$424K 0.15% 95

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
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
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
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return

Cavalier Investments's BSM Position: Q2 2023 in Review

Cavalier Investments sold out of Black Stone Minerals (BSM) in Q2 2023, closing a stake of 27,571 shares — an estimated $433K sold.

Cavalier Investments first reported a position in BSM in Q4 2022 and held it in 2 quarters. The position peaked at $433K in Q1 2023. 171 funds tracked by Wall St. Rank hold BSM as of Q2 2023.

  • Cavalier Investments reported no remaining Black Stone Minerals position as of Q2 2023 after selling out during the quarter.
  • Cavalier Investments sold 27,571 Black Stone Minerals shares in Q2 2023, an estimated $433K.
  • Cavalier Investments first reported a position in Black Stone Minerals in Q4 2022 and held it in 2 quarters.
  • Cavalier Investments's Black Stone Minerals position peaked at $433K in Q1 2023.
  • 171 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2023.

Based on Cavalier Investments's 13F filing for Q2 2023, filed 11 Aug 2023.