Cetera Advisor Networks’s Black Stone Minerals BSM Stock Holding History

Cetera Advisor Networks’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 Q1	–	Sell	-31,412	Closed	-$501K	–	2826
2023 Q4	$501K	Buy	31,412 +2,753	+10%	+$47.4K	﹤0.01%	1876
2023 Q3	$494K	Sell	28,659 -35,981	-56%	-$613K	﹤0.01%	1771
2023 Q2	$1.03M	Buy	64,640 +38,644	+149%	+$618K	0.01%	1245
2023 Q1	$408K	Buy	25,996 +5,557	+27%	+$87K	﹤0.01%	1838
2022 Q4	$345K	Buy	20,439 +2,272	+13%	+$40.2K	﹤0.01%	1899
2022 Q3	$284K	Buy	18,167 +942	+5%	+$14.3K	﹤0.01%	1634
2022 Q2	$236K	Buy	+17,225	New	+$262K	﹤0.01%	1751

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 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 $487M AUM 11.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ECP

Epacria Capital Partners Boulder, Colorado $130M AUM 23.38% 1-Year Est. Return

Cetera Advisor Networks's BSM Position: Q1 2024 in Review

Cetera Advisor Networks sold out of Black Stone Minerals (BSM) in Q1 2024, closing a stake of 31,412 shares — an estimated $501K sold.

Cetera Advisor Networks first reported a position in BSM in Q2 2022 and held it in 7 quarters. The position peaked at $1.03M in Q2 2023. 184 funds tracked by Wall St. Rank hold BSM as of Q1 2024.

Cetera Advisor Networks reported no remaining Black Stone Minerals position as of Q1 2024 after selling out during the quarter.
Cetera Advisor Networks sold 31,412 Black Stone Minerals shares in Q1 2024, an estimated $501K.
Cetera Advisor Networks first reported a position in Black Stone Minerals in Q2 2022 and held it in 7 quarters.
Cetera Advisor Networks's Black Stone Minerals position peaked at $1.03M in Q2 2023.
184 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.