Optimum Investment Advisors’s Black Stone Minerals BSM Stock Holding History

Optimum Investment Advisors’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
2023 Q3	–	Sell	-3,000	Closed	-$47.9K	–	724
2023 Q2	$47.9K	Hold	3,000	–	–	0.02%	377
2023 Q1	$47.1K	Hold	3,000	–	–	0.02%	375
2022 Q4	$50.6K	Buy	+3,000	New	+$53.1K	0.03%	373
2022 Q3	–	Sell	-4,000	Closed	-$55K	–	815
2022 Q2	$55K	Hold	4,000	–	–	0.03%	379
2022 Q1	$54K	Hold	4,000	–	–	0.02%	414
2021 Q4	$41K	Hold	4,000	–	–	0.02%	498
2021 Q3	$48K	Hold	4,000	–	–	0.02%	457
2021 Q2	$43K	Hold	4,000	–	–	0.01%	538
2021 Q1	$35K	Buy	4,000 +2,000	+100%	+$17.8K	0.01%	570
2020 Q4	$13K	Buy	+2,000	New	+$13.5K	﹤0.01%	684

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

IMA

Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

ECP

Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return

KCM

Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return

Optimum Investment Advisors's BSM Position: Q3 2023 in Review

Optimum Investment Advisors sold out of Black Stone Minerals (BSM) in Q3 2023, closing a stake of 3,000 shares — an estimated $47.9K sold.

Optimum Investment Advisors first reported a position in BSM in Q4 2020 and held it in 10 quarters. The position peaked at $55K in Q2 2022. 179 funds tracked by Wall St. Rank hold BSM as of Q3 2023.

Optimum Investment Advisors reported no remaining Black Stone Minerals position as of Q3 2023 after selling out during the quarter.
Optimum Investment Advisors sold 3,000 Black Stone Minerals shares in Q3 2023, an estimated $47.9K.
Optimum Investment Advisors first reported a position in Black Stone Minerals in Q4 2020 and held it in 10 quarters.
Optimum Investment Advisors's Black Stone Minerals position peaked at $55K in Q2 2022.
179 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2023.

Based on Optimum Investment Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.