FAIM
BSM icon

Financial Advocates Investment Management’s Black Stone Minerals BSM Stock Holding History

Financial Advocates Investment Management’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
2024
Q4 		– Sell
-10,140
Closed -$153K – 763
2024
Q3 		$153K Hold
10,140
– – 0.01% 726
2024
Q2 		$159K Buy
+10,140
New +$162K 0.01% 685

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 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 $487M AUM 11.51% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's BSM Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Black Stone Minerals (BSM) in Q4 2024, closing a stake of 10,140 shares — an estimated $153K sold.

Financial Advocates Investment Management first reported a position in BSM in Q2 2024 and held it in 2 quarters. The position peaked at $159K in Q2 2024. 181 funds tracked by Wall St. Rank hold BSM as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining Black Stone Minerals position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,140 Black Stone Minerals shares in Q4 2024, an estimated $153K.
  • Financial Advocates Investment Management first reported a position in Black Stone Minerals in Q2 2024 and held it in 2 quarters.
  • Financial Advocates Investment Management's Black Stone Minerals position peaked at $159K in Q2 2024.
  • 181 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.