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Granite Bay Wealth Management’s Black Stone Minerals BSM Stock Holding History

Granite Bay Wealth 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
Q1 		– Sell
-17,818
Closed -$307K – 93
2023
Q4 		$307K Buy
17,818
+471
+3% +$8.11K ﹤0.01% 279
2023
Q3 		$296K Buy
+17,347
New +$296K ﹤0.01% 290

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
N
Natixis Paris, France $28B AUM 26.79% 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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return

Granite Bay Wealth Management's BSM Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Black Stone Minerals (BSM) in Q1 2024, closing a stake of 17,818 shares — an estimated $307K sold.

Granite Bay Wealth Management first reported a position in BSM in Q3 2023 and held it in 2 quarters. The position peaked at $307K in Q4 2023. 183 funds tracked by Wall St. Rank hold BSM as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Black Stone Minerals position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 17,818 Black Stone Minerals shares in Q1 2024, an estimated $307K.
  • Granite Bay Wealth Management first reported a position in Black Stone Minerals in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Black Stone Minerals position peaked at $307K in Q4 2023.
  • 183 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.