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Schechter Investment Advisors’s Black Stone Minerals BSM Stock Holding History

Schechter Investment Advisors’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
Q2 		– Sell
-100,922
Closed -$1.61M – 656
2024
Q1 		$1.61M Hold
100,922
– – 0.12% 157
2023
Q4 		$1.61M Hold
100,922
– – 0.14% 143
2023
Q3 		$1.74M Buy
+100,922
New +$1.72M 0.17% 123

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Schechter Investment Advisors's BSM Position: Q2 2024 in Review

Schechter Investment Advisors sold out of Black Stone Minerals (BSM) in Q2 2024, closing a stake of 100,922 shares — an estimated $1.61M sold.

Schechter Investment Advisors first reported a position in BSM in Q3 2023 and held it in 3 quarters. The position peaked at $1.74M in Q3 2023. 185 funds tracked by Wall St. Rank hold BSM as of Q2 2024.

  • Schechter Investment Advisors reported no remaining Black Stone Minerals position as of Q2 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 100,922 Black Stone Minerals shares in Q2 2024, an estimated $1.61M.
  • Schechter Investment Advisors first reported a position in Black Stone Minerals in Q3 2023 and held it in 3 quarters.
  • Schechter Investment Advisors's Black Stone Minerals position peaked at $1.74M in Q3 2023.
  • 185 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2024.

Based on Schechter Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.