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Redwood Wealth Management Group’s Black Stone Minerals BSM Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-1,000
Closed -$15.7K – 296
2024
Q2 		$15.7K Buy
+1,000
New +$16K 0.01% 490

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 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 $487M AUM 11.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Redwood Wealth Management Group's BSM Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Black Stone Minerals (BSM) in Q3 2024, closing a stake of 1,000 shares — an estimated $15.7K sold.

Redwood Wealth Management Group first reported a position in BSM in Q2 2024 and held it in 1 quarter. The position peaked at $15.7K in Q2 2024. 178 funds tracked by Wall St. Rank hold BSM as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Black Stone Minerals position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,000 Black Stone Minerals shares in Q3 2024, an estimated $15.7K.
  • Redwood Wealth Management Group first reported a position in Black Stone Minerals in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Black Stone Minerals position peaked at $15.7K in Q2 2024.
  • 178 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.