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Pathway Financial Advisers’s Black Stone Minerals BSM Stock Holding History

Pathway Financial Advisers’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
Q1 		– Sell
-487
Closed -$7.78K – 455
2023
Q4 		$7.78K Buy
487
+13
+3% +$224 ﹤0.01% 379
2023
Q3 		$8.18K Buy
+474
New +$8.08K ﹤0.01% 383
2023
Q1 		$7.03K Buy
448
+13
+3% +$204 ﹤0.01% 413
2022
Q4 		$7.34K Buy
+435
New +$7.7K ﹤0.01% 462

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return

Pathway Financial Advisers's BSM Position: Q1 2024 in Review

Pathway Financial Advisers sold out of Black Stone Minerals (BSM) in Q1 2024, closing a stake of 487 shares — an estimated $7.78K sold.

Pathway Financial Advisers first reported a position in BSM in Q4 2022 and held it in 4 quarters. The position peaked at $8.18K in Q3 2023. 183 funds tracked by Wall St. Rank hold BSM as of Q1 2024.

  • Pathway Financial Advisers reported no remaining Black Stone Minerals position as of Q1 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 487 Black Stone Minerals shares in Q1 2024, an estimated $7.78K.
  • Pathway Financial Advisers first reported a position in Black Stone Minerals in Q4 2022 and held it in 4 quarters.
  • Pathway Financial Advisers's Black Stone Minerals position peaked at $8.18K in Q3 2023.
  • 183 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2024.

Based on Pathway Financial Advisers's 13F filing for Q1 2024, filed 29 May 2024.