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Prevail Innovative Wealth Advisors’s Black Stone Minerals BSM Stock Holding History

Prevail Innovative Wealth 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
2024
Q4 		– Sell
-292,934
Closed -$4.42M – 168
2024
Q3 		$4.42M Buy
292,934
+91,598
+45% +$1.37M 1.35% 19
2024
Q2 		$3.15M Buy
201,336
+41,136
+26% +$658K 1.12% 22
2024
Q1 		$2.56M Buy
+160,200
New +$2.54M 0.95% 28
2023
Q3 		– Sell
-20,386
Closed -$325K – 126
2023
Q2 		$325K Buy
+20,386
New +$326K 0.18% 77

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
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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prevail Innovative Wealth Advisors's BSM Position: Q4 2024 in Review

Prevail Innovative Wealth Advisors sold out of Black Stone Minerals (BSM) in Q4 2024, closing a stake of 292,934 shares — an estimated $4.42M sold.

Prevail Innovative Wealth Advisors first reported a position in BSM in Q2 2023 and held it in 4 quarters. The position peaked at $4.42M in Q3 2024. 181 funds tracked by Wall St. Rank hold BSM as of Q4 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Black Stone Minerals position as of Q4 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 292,934 Black Stone Minerals shares in Q4 2024, an estimated $4.42M.
  • Prevail Innovative Wealth Advisors first reported a position in Black Stone Minerals in Q2 2023 and held it in 4 quarters.
  • Prevail Innovative Wealth Advisors's Black Stone Minerals position peaked at $4.42M in Q3 2024.
  • 181 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.