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

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-250
Closed -$3.59K – 526
2024
Q4 		$3.59K Hold
250
– – ﹤0.01% 1410
2024
Q3 		$3.75K Hold
250
– – ﹤0.01% 1321
2024
Q2 		$3.92K Buy
+250
New +$4K ﹤0.01% 1252
2023
Q4 		$3.99K Hold
250
– – ﹤0.01% 1152
2023
Q3 		$4.22K Hold
250
– – ﹤0.01% 742
2023
Q2 		$3.96K Buy
+250
New +$4K ﹤0.01% 894
2023
Q1 		– Sell
-250
Closed -$4.22K – 309
2022
Q4 		$4.22K Buy
+250
New +$4.42K ﹤0.01% 745

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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

Coppell Advisory Solutions's BSM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Black Stone Minerals (BSM) in Q1 2025, closing a stake of 250 shares — an estimated $3.59K sold.

Coppell Advisory Solutions first reported a position in BSM in Q4 2022 and held it in 7 quarters. The position peaked at $4.22K in Q3 2023. 177 funds tracked by Wall St. Rank hold BSM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Black Stone Minerals position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 250 Black Stone Minerals shares in Q1 2025, an estimated $3.59K.
  • Coppell Advisory Solutions first reported a position in Black Stone Minerals in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Black Stone Minerals position peaked at $4.22K in Q3 2023.
  • 177 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.