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Grove Bank & Trust’s Black Stone Minerals BSM Stock Holding History

Grove Bank & Trust’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
Q3 		– Sell
-1,000
Closed -$15.7K – 741
2024
Q2 		$15.7K Hold
1,000
– – ﹤0.01% 453
2024
Q1 		$16K Hold
1,000
– – ﹤0.01% 462
2023
Q4 		$16K Hold
1,000
– – ﹤0.01% 448
2023
Q3 		$17.2K Sell
1,000
-1,000
-50% -$17K ﹤0.01% 472
2023
Q2 		$31.9K Buy
2,000
+1,000
+100% +$16K 0.01% 411
2023
Q1 		$15.7K Hold
1,000
– – ﹤0.01% 478
2022
Q4 		$17K Buy
+1,000
New +$17.7K ﹤0.01% 468

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
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
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 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

Grove Bank & Trust's BSM Position: Q3 2024 in Review

Grove Bank & Trust sold out of Black Stone Minerals (BSM) in Q3 2024, closing a stake of 1,000 shares — an estimated $15.7K sold.

Grove Bank & Trust first reported a position in BSM in Q4 2022 and held it in 7 quarters. The position peaked at $31.9K in Q2 2023. 178 funds tracked by Wall St. Rank hold BSM as of Q3 2024.

  • Grove Bank & Trust reported no remaining Black Stone Minerals position as of Q3 2024 after selling out during the quarter.
  • Grove Bank & Trust sold 1,000 Black Stone Minerals shares in Q3 2024, an estimated $15.7K.
  • Grove Bank & Trust first reported a position in Black Stone Minerals in Q4 2022 and held it in 7 quarters.
  • Grove Bank & Trust's Black Stone Minerals position peaked at $31.9K in Q2 2023.
  • 178 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2024.

Based on Grove Bank & Trust's 13F filing for Q3 2024, filed 11 Oct 2024.