International Assets Investment Management’s Black Stone Minerals BSM Stock Holding History

International Assets Investment 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 Q4	–	Sell	-3,613	Closed	-$54.6K	–	966
2024 Q3	$54.6K	Buy	+3,613	New	+$54.1K	﹤0.01%	1025
2024 Q1	–	Sell	-14,013	Closed	-$224K	–	784
2023 Q4	$224K	Sell	14,013 -2,000	-12%	-$34.4K	0.03%	594
2023 Q3	$279K	Buy	16,013 +300	+2%	+$5.11K	0.04%	394
2023 Q2	$251K	Buy	15,713 +4,000	+34%	+$64K	0.03%	436
2023 Q1	$184K	Buy	+11,713	New	+$183K	0.03%	502

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return

Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

International Assets Investment Management's BSM Position: Q4 2024 in Review

International Assets Investment Management sold out of Black Stone Minerals (BSM) in Q4 2024, closing a stake of 3,613 shares — an estimated $54.6K sold.

International Assets Investment Management first reported a position in BSM in Q1 2023 and held it in 5 quarters. The position peaked at $279K in Q3 2023. 181 funds tracked by Wall St. Rank hold BSM as of Q4 2024.

International Assets Investment Management reported no remaining Black Stone Minerals position as of Q4 2024 after selling out during the quarter.
International Assets Investment Management sold 3,613 Black Stone Minerals shares in Q4 2024, an estimated $54.6K.
International Assets Investment Management first reported a position in Black Stone Minerals in Q1 2023 and held it in 5 quarters.
International Assets Investment Management's Black Stone Minerals position peaked at $279K in Q3 2023.
181 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.