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Pin Oak Investment Advisors’s Black Stone Minerals BSM Stock Holding History

Pin Oak 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
Q1 		– Sell
-400
Closed -$7K – 432
2022
Q4 		$7K Buy
+400
New +$7.08K 0.01% 318

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CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
PDM
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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
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pin Oak Investment Advisors's BSM Position: Q1 2023 in Review

Pin Oak Investment Advisors sold out of Black Stone Minerals (BSM) in Q1 2023, closing a stake of 400 shares — an estimated $7K sold.

Pin Oak Investment Advisors first reported a position in BSM in Q4 2022 and held it in 1 quarter. The position peaked at $7K in Q4 2022. 169 funds tracked by Wall St. Rank hold BSM as of Q1 2023.

  • Pin Oak Investment Advisors reported no remaining Black Stone Minerals position as of Q1 2023 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 400 Black Stone Minerals shares in Q1 2023, an estimated $7K.
  • Pin Oak Investment Advisors first reported a position in Black Stone Minerals in Q4 2022 and held it in 1 quarter.
  • Pin Oak Investment Advisors's Black Stone Minerals position peaked at $7K in Q4 2022.
  • 169 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2023.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.