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Romano Brothers & Co’s Black Stone Minerals BSM Stock Holding History

Romano Brothers & Co’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
-500
Closed -$8.44K – 388
2022
Q4 		$8.44K Buy
+500
New +$8.85K ﹤0.01% 755

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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
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

Romano Brothers & Co's BSM Position: Q1 2023 in Review

Romano Brothers & Co sold out of Black Stone Minerals (BSM) in Q1 2023, closing a stake of 500 shares — an estimated $8.44K sold.

Romano Brothers & Co first reported a position in BSM in Q4 2022 and held it in 1 quarter. The position peaked at $8.44K in Q4 2022. 169 funds tracked by Wall St. Rank hold BSM as of Q1 2023.

  • Romano Brothers & Co reported no remaining Black Stone Minerals position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 500 Black Stone Minerals shares in Q1 2023, an estimated $8.44K.
  • Romano Brothers & Co first reported a position in Black Stone Minerals in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Black Stone Minerals position peaked at $8.44K in Q4 2022.
  • 169 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.