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IEQ Capital’s Black Stone Minerals BSM Stock Holding History

IEQ Capital’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
Q4 		– Sell
-10,000
Closed -$151K – 1344
2024
Q3 		$151K Hold
10,000
– – ﹤0.01% 1083
2024
Q2 		$157K Hold
10,000
– – ﹤0.01% 929
2024
Q1 		$160K Buy
+10,000
New +$158K ﹤0.01% 901

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
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
N
Natixis Paris, France $28B AUM 26.79% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IEQ Capital's BSM Position: Q4 2024 in Review

IEQ Capital sold out of Black Stone Minerals (BSM) in Q4 2024, closing a stake of 10,000 shares — an estimated $151K sold.

IEQ Capital first reported a position in BSM in Q1 2024 and held it in 3 quarters. The position peaked at $160K in Q1 2024. 181 funds tracked by Wall St. Rank hold BSM as of Q4 2024.

  • IEQ Capital reported no remaining Black Stone Minerals position as of Q4 2024 after selling out during the quarter.
  • IEQ Capital sold 10,000 Black Stone Minerals shares in Q4 2024, an estimated $151K.
  • IEQ Capital first reported a position in Black Stone Minerals in Q1 2024 and held it in 3 quarters.
  • IEQ Capital's Black Stone Minerals position peaked at $160K in Q1 2024.
  • 181 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2024.

Based on IEQ Capital's 13F filing for Q4 2024, filed 3 Feb 2025.