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Clearview Wealth Advisors’s Black Stone Minerals BSM Stock Holding History

Clearview Wealth 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
Q3 		– Sell
-1,130
Closed -$18K – 179
2023
Q2 		$18K Buy
1,130
+32
+3% +$512 0.02% 289
2023
Q1 		$17.2K Buy
1,098
+32
+3% +$501 0.02% 295
2022
Q4 		$18K Buy
+1,066
New +$18.9K 0.01% 266

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
N
Natixis Paris, France $28B AUM 26.79% 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
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return
KCM
Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return

Clearview Wealth Advisors's BSM Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Black Stone Minerals (BSM) in Q3 2023, closing a stake of 1,130 shares — an estimated $18K sold.

Clearview Wealth Advisors first reported a position in BSM in Q4 2022 and held it in 3 quarters. The position peaked at $18K in Q2 2023. 179 funds tracked by Wall St. Rank hold BSM as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Black Stone Minerals position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,130 Black Stone Minerals shares in Q3 2023, an estimated $18K.
  • Clearview Wealth Advisors first reported a position in Black Stone Minerals in Q4 2022 and held it in 3 quarters.
  • Clearview Wealth Advisors's Black Stone Minerals position peaked at $18K in Q2 2023.
  • 179 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.