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Laurel Wealth Advisors (North Carolina)’s Black Stone Minerals BSM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2022
Q3 		– Sell
-400
Closed -$5K – 545
2022
Q2 		$5K Buy
400
+200
+100% +$3.04K ﹤0.01% 437
2022
Q1 		$3K Hold
200
– – ﹤0.01% 530
2021
Q4 		$2K Hold
200
– – ﹤0.01% 573
2021
Q3 		$2K Buy
+200
New +$2.12K ﹤0.01% 580

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Morgan Stanley
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PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Brown Advisory
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TAM
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N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BSM Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Black Stone Minerals (BSM) in Q3 2022, closing a stake of 400 shares — an estimated $5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BSM in Q3 2021 and held it in 4 quarters. The position peaked at $5K in Q2 2022. 147 funds tracked by Wall St. Rank hold BSM as of Q3 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Black Stone Minerals position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 400 Black Stone Minerals shares in Q3 2022, an estimated $5K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Black Stone Minerals in Q3 2021 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Black Stone Minerals position peaked at $5K in Q2 2022.
  • 147 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.