RWA Wealth Partners’s Black Stone Minerals BSM Stock Holding History

RWA Wealth Partners’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
2026 Q1	$680K	Sell	44,949 -1,461	-3%	-$21.7K	0.01%	403
2025 Q4	$617K	Sell	46,410 -3,487	-7%	-$47.1K	0.01%	408
2025 Q3	$656K	Sell	49,897 -8,976	-15%	-$113K	0.01%	401
2025 Q2	$770K	Hold	58,873	–	–	0.01%	364
2025 Q1	$899K	Sell	58,873 -19,431	-25%	-$292K	0.01%	341
2024 Q4	$1.14M	Hold	78,304	–	–	0.01%	303
2024 Q3	$1.18M	Sell	78,304 -60,707	-44%	-$910K	0.01%	302
2024 Q2	$2.18M	Hold	139,011	–	–	0.03%	227
2024 Q1	$2.22M	Buy	139,011 +249	+0.2%	+$3.94K	0.03%	228
2023 Q4	$2.21M	Sell	138,762 -836	-0.6%	-$14.4K	0.03%	216
2023 Q3	$2.41M	Buy	139,598 +82,276	+144%	+$1.4M	0.05%	122
2023 Q2	$914K	Sell	57,322 -86,736	-60%	-$1.39M	0.02%	174
2023 Q1	$2.26M	Hold	144,058	–	–	0.05%	97
2022 Q4	$2.26M	Sell	144,058 -594	-0.4%	-$10.5K	0.06%	100
2022 Q3	$2.26M	Sell	144,652 -11,120	-7%	-$169K	0.16%	88
2022 Q2	$2.13M	Sell	155,772 -675	-0.4%	-$10.2K	0.14%	90
2022 Q1	$2.11M	Hold	156,447	–	–	0.14%	99
2021 Q4	$1.62M	Hold	156,447	–	–	0.11%	108
2021 Q3	$1.89M	Hold	156,447	–	–	0.14%	98
2021 Q2	$1.68M	Hold	156,447	–	–	0.13%	102
2021 Q1	$1.36M	Sell	156,447 -34,985	-18%	-$311K	0.11%	107
2020 Q4	$1.28M	Hold	191,432	–	–	0.11%	103
2020 Q3	$1.18M	Hold	191,432	–	–	0.12%	96
2020 Q2	$1.24M	Hold	191,432	–	–	0.15%	92
2020 Q1	$896K	Hold	191,432	–	–	0.13%	101
2019 Q4	$2.44M	Hold	191,432	–	–	0.24%	81
2019 Q3	$2.73M	Hold	191,432	–	–	0.29%	79
2019 Q2	$2.97M	Hold	191,432	–	–	0.32%	76
2019 Q1	$3.38M	Hold	191,432	–	–	0.39%	66
2018 Q4	$2.96M	Sell	191,432 -1,196	-0.6%	-$20.2K	0.39%	69
2018 Q3	$3.51M	Buy	192,628 +243	+0.1%	+$4.42K	0.39%	61
2018 Q2	$3.56M	Buy	192,385 +78,489	+69%	+$1.41M	0.4%	63
2018 Q1	$1.89M	Buy	+113,896	New	+$2.03M	0.24%	86

Other funds holding BSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.02B AUM 27.44% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $369M AUM 11.81% 1-Year Est. Return

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return