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RBA Wealth Management’s Black Stone Minerals BSM Stock Holding History

RBA Wealth Management’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
2021
Q2 		– Sell
-2,000
Closed -$17.4K – 54
2021
Q1 		$17.4K Buy
+2,000
New +$17.8K 0.01% 121

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

RBA Wealth Management's BSM Position: Q2 2021 in Review

RBA Wealth Management sold out of Black Stone Minerals (BSM) in Q2 2021, closing a stake of 2,000 shares — an estimated $17.4K sold.

RBA Wealth Management first reported a position in BSM in Q1 2021 and held it in 1 quarter. The position peaked at $17.4K in Q1 2021. 106 funds tracked by Wall St. Rank hold BSM as of Q2 2021.

  • RBA Wealth Management reported no remaining Black Stone Minerals position as of Q2 2021 after selling out during the quarter.
  • RBA Wealth Management sold 2,000 Black Stone Minerals shares in Q2 2021, an estimated $17.4K.
  • RBA Wealth Management first reported a position in Black Stone Minerals in Q1 2021 and held it in 1 quarter.
  • RBA Wealth Management's Black Stone Minerals position peaked at $17.4K in Q1 2021.
  • 106 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2021.

Based on RBA Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.