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Financial Synergies Wealth Advisors’s Black Stone Minerals BSM Stock Holding History

Financial Synergies 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
2022
Q4 		– Sell
-9,784
Closed -$153K – 465
2022
Q3 		$153K Hold
9,784
– – 0.03% 70
2022
Q2 		$134K Buy
+9,784
New +$149K 0.02% 73

Other funds holding BSM

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Financial Synergies Wealth Advisors's BSM Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of Black Stone Minerals (BSM) in Q4 2022, closing a stake of 9,784 shares — an estimated $153K sold.

Financial Synergies Wealth Advisors first reported a position in BSM in Q2 2022 and held it in 2 quarters. The position peaked at $153K in Q3 2022. 171 funds tracked by Wall St. Rank hold BSM as of Q4 2022.

  • Financial Synergies Wealth Advisors reported no remaining Black Stone Minerals position as of Q4 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 9,784 Black Stone Minerals shares in Q4 2022, an estimated $153K.
  • Financial Synergies Wealth Advisors first reported a position in Black Stone Minerals in Q2 2022 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Black Stone Minerals position peaked at $153K in Q3 2022.
  • 171 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.