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Prospera Financial Services’s Black Stone Minerals BSM Stock Holding History

Prospera Financial Services’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
-130,647
Closed -$2.08M – 1011
2023
Q2 		$2.08M Sell
130,647
-2,130
-2% -$34.1K 0.08% 259
2023
Q1 		$2.08M Sell
132,777
-80,322
-38% -$1.26M 0.09% 268
2022
Q4 		$3.59M Buy
213,099
+43,713
+26% +$774K 0.18% 127
2022
Q3 		$2.65M Buy
169,386
+12,271
+8% +$186K 0.14% 185
2022
Q2 		$2.15M Buy
+157,115
New +$2.39M 0.11% 233

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
CIBC Private Wealth Group
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
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
KCM
Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return

Prospera Financial Services's BSM Position: Q3 2023 in Review

Prospera Financial Services sold out of Black Stone Minerals (BSM) in Q3 2023, closing a stake of 130,647 shares — an estimated $2.08M sold.

Prospera Financial Services first reported a position in BSM in Q2 2022 and held it in 5 quarters. The position peaked at $3.59M in Q4 2022. 179 funds tracked by Wall St. Rank hold BSM as of Q3 2023.

  • Prospera Financial Services reported no remaining Black Stone Minerals position as of Q3 2023 after selling out during the quarter.
  • Prospera Financial Services sold 130,647 Black Stone Minerals shares in Q3 2023, an estimated $2.08M.
  • Prospera Financial Services first reported a position in Black Stone Minerals in Q2 2022 and held it in 5 quarters.
  • Prospera Financial Services's Black Stone Minerals position peaked at $3.59M in Q4 2022.
  • 179 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2023.

Based on Prospera Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.