Cetera Advisors’s Black Stone Minerals BSM Stock Holding History

Cetera 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
2023 Q2	–	Sell	-45,055	Closed	-$707K	–	1669
2023 Q1	$707K	Buy	+45,055	New	+$706K	0.01%	838
2022 Q3	–	Sell	-16,966	Closed	-$232K	–	1362
2022 Q2	$232K	Buy	+16,966	New	+$258K	0.01%	1163

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return

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 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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Cetera Advisors's BSM Position: Q2 2023 in Review

Cetera Advisors sold out of Black Stone Minerals (BSM) in Q2 2023, closing a stake of 45,055 shares — an estimated $707K sold.

Cetera Advisors first reported a position in BSM in Q2 2022 and held it in 2 quarters. The position peaked at $707K in Q1 2023. 171 funds tracked by Wall St. Rank hold BSM as of Q2 2023.

Cetera Advisors reported no remaining Black Stone Minerals position as of Q2 2023 after selling out during the quarter.
Cetera Advisors sold 45,055 Black Stone Minerals shares in Q2 2023, an estimated $707K.
Cetera Advisors first reported a position in Black Stone Minerals in Q2 2022 and held it in 2 quarters.
Cetera Advisors's Black Stone Minerals position peaked at $707K in Q1 2023.
171 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2023.

Based on Cetera Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.