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Essex Financial Services’s Black Stone Minerals BSM Stock Holding History

Essex Financial Services’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
2021
Q4 		– Sell
-11,480
Closed -$138K – 499
2021
Q3 		$138K Buy
+11,480
New +$122K 0.02% 456

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Brown Advisory
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PDM
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CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Essex Financial Services's BSM Position: Q4 2021 in Review

Essex Financial Services sold out of Black Stone Minerals (BSM) in Q4 2021, closing a stake of 11,480 shares — an estimated $138K sold.

Essex Financial Services first reported a position in BSM in Q3 2021 and held it in 1 quarter. The position peaked at $138K in Q3 2021. 135 funds tracked by Wall St. Rank hold BSM as of Q4 2021.

  • Essex Financial Services reported no remaining Black Stone Minerals position as of Q4 2021 after selling out during the quarter.
  • Essex Financial Services sold 11,480 Black Stone Minerals shares in Q4 2021, an estimated $138K.
  • Essex Financial Services first reported a position in Black Stone Minerals in Q3 2021 and held it in 1 quarter.
  • Essex Financial Services's Black Stone Minerals position peaked at $138K in Q3 2021.
  • 135 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2021.

Based on Essex Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.