Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Black Stone Minerals BSM Stock Holding History

Northwestern Mutual 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
-1,413
Closed -$22.6K – 3523
2024
Q1 		$22.6K Buy
+1,413
New +$22.4K ﹤0.01% 2380
2023
Q4 		– Sell
-460
Closed -$7.93K – 3491
2023
Q3 		$7.93K Hold
460
– – ﹤0.01% 2617
2023
Q2 		$7.34K Buy
+460
New +$7.36K ﹤0.01% 2663

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

Northwestern Mutual Wealth Management's BSM Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of Black Stone Minerals (BSM) in Q2 2024, closing a stake of 1,413 shares — an estimated $22.6K sold.

Northwestern Mutual Wealth Management first reported a position in BSM in Q2 2023 and held it in 3 quarters. The position peaked at $22.6K in Q1 2024. 185 funds tracked by Wall St. Rank hold BSM as of Q2 2024.

  • Northwestern Mutual Wealth Management reported no remaining Black Stone Minerals position as of Q2 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,413 Black Stone Minerals shares in Q2 2024, an estimated $22.6K.
  • Northwestern Mutual Wealth Management first reported a position in Black Stone Minerals in Q2 2023 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Black Stone Minerals position peaked at $22.6K in Q1 2024.
  • 185 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.