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Coppell Advisory Solutions Corp’s Black Stone Minerals BSM Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-250
Closed -$4.22K – 309
2022
Q4 		$4.22K Buy
+250
New +$4.42K ﹤0.01% 745

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CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coppell Advisory Solutions Corp's BSM Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Black Stone Minerals (BSM) in Q1 2023, closing a stake of 250 shares — an estimated $4.22K sold.

Coppell Advisory Solutions Corp first reported a position in BSM in Q4 2022 and held it in 1 quarter. The position peaked at $4.22K in Q4 2022. 169 funds tracked by Wall St. Rank hold BSM as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Black Stone Minerals position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 250 Black Stone Minerals shares in Q1 2023, an estimated $4.22K.
  • Coppell Advisory Solutions Corp first reported a position in Black Stone Minerals in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Black Stone Minerals position peaked at $4.22K in Q4 2022.
  • 169 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.