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

HBC 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
2024
Q2 		– Sell
-2,000
Closed -$31K – 160
2024
Q1 		$31K Hold
2,000
– – 0.02% 78
2023
Q4 		$31K Buy
+2,000
New +$34.4K 0.02% 84

Other funds holding BSM

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William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

HBC Financial Services's BSM Position: Q2 2024 in Review

HBC Financial Services sold out of Black Stone Minerals (BSM) in Q2 2024, closing a stake of 2,000 shares — an estimated $31K sold.

HBC Financial Services first reported a position in BSM in Q4 2023 and held it in 2 quarters. The position peaked at $31K in Q1 2024. 186 funds tracked by Wall St. Rank hold BSM as of Q2 2024.

  • HBC Financial Services reported no remaining Black Stone Minerals position as of Q2 2024 after selling out during the quarter.
  • HBC Financial Services sold 2,000 Black Stone Minerals shares in Q2 2024, an estimated $31K.
  • HBC Financial Services first reported a position in Black Stone Minerals in Q4 2023 and held it in 2 quarters.
  • HBC Financial Services's Black Stone Minerals position peaked at $31K in Q1 2024.
  • 186 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2024.

Based on HBC Financial Services's 13F filing for Q2 2024, filed 7 Aug 2024.