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ICA Group Wealth Management’s Black Stone Minerals BSM Stock Holding History

ICA Group 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
Q2 		– Sell
-1,277
Closed -$20.4K – 847
2024
Q1 		$20.4K Hold
1,277
– – ﹤0.01% 748
2023
Q4 		$20.4K Buy
+1,277
New +$22K ﹤0.01% 718
2023
Q3 		– Sell
-1,277
Closed -$20.4K – 348
2023
Q2 		$20.4K Buy
+1,277
New +$20.4K 0.01% 686

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
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

ICA Group Wealth Management's BSM Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Black Stone Minerals (BSM) in Q2 2024, closing a stake of 1,277 shares — an estimated $20.4K sold.

ICA Group Wealth Management first reported a position in BSM in Q2 2023 and held it in 3 quarters. The position peaked at $20.4K in Q1 2024. 185 funds tracked by Wall St. Rank hold BSM as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Black Stone Minerals position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 1,277 Black Stone Minerals shares in Q2 2024, an estimated $20.4K.
  • ICA Group Wealth Management first reported a position in Black Stone Minerals in Q2 2023 and held it in 3 quarters.
  • ICA Group Wealth Management's Black Stone Minerals position peaked at $20.4K in Q1 2024.
  • 185 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.