SFMG Wealth Advisors’s Black Stone Minerals BSM Stock Holding History

SFMG Wealth 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
2023 Q3	–	Sell	-12,205	Closed	-$195K	–	259
2023 Q2	$195K	Sell	12,205 -10,417	-46%	-$167K	0.02%	233
2023 Q1	$355K	Buy	22,622 +1,001	+5%	+$15.7K	0.04%	163
2022 Q4	$365K	Hold	21,621	–	–	0.04%	163
2022 Q3	$370K	Hold	21,621	–	–	0.04%	148
2022 Q2	$296K	Buy	21,621 +5,000	+30%	+$75.9K	0.03%	182
2022 Q1	$224K	Hold	16,621	–	–	0.02%	249
2021 Q4	$172K	Hold	16,621	–	–	0.02%	276
2021 Q3	$200K	Hold	16,621	–	–	0.02%	244
2021 Q2	$179K	Hold	16,621	–	–	0.02%	250
2021 Q1	$145K	Hold	16,621	–	–	0.02%	232
2020 Q4	$111K	Hold	16,621	–	–	0.01%	222
2020 Q3	$102K	Buy	16,621 +4,703	+39%	+$31.3K	0.01%	177
2020 Q2	$77K	Hold	11,918	–	–	0.01%	160
2020 Q1	$56K	Hold	11,918	–	–	0.01%	139
2019 Q4	$152K	Hold	11,918	–	–	0.02%	162
2019 Q3	$170K	Hold	11,918	–	–	0.02%	147
2019 Q2	$178K	Hold	11,918	–	–	0.02%	148
2019 Q1	$210K	Hold	11,918	–	–	0.03%	135
2018 Q4	$184K	Hold	11,918	–	–	0.03%	130
2018 Q3	$201K	Hold	11,918	–	–	0.03%	135
2018 Q2	$220K	Hold	11,918	–	–	0.04%	136
2018 Q1	$197K	Buy	11,918 +1,501	+14%	+$26.7K	0.03%	142
2017 Q4	$187K	Buy	+10,417	New	+$183K	0.03%	139

Other funds holding BSM

WMRU

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

IMA

Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return

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

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

KCM

Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return

SFMG Wealth Advisors's BSM Position: Q3 2023 in Review

SFMG Wealth Advisors sold out of Black Stone Minerals (BSM) in Q3 2023, closing a stake of 12,205 shares — an estimated $195K sold.

SFMG Wealth Advisors first reported a position in BSM in Q4 2017 and held it in 23 quarters. The position peaked at $370K in Q3 2022. 179 funds tracked by Wall St. Rank hold BSM as of Q3 2023.

SFMG Wealth Advisors reported no remaining Black Stone Minerals position as of Q3 2023 after selling out during the quarter.
SFMG Wealth Advisors sold 12,205 Black Stone Minerals shares in Q3 2023, an estimated $195K.
SFMG Wealth Advisors first reported a position in Black Stone Minerals in Q4 2017 and held it in 23 quarters.
SFMG Wealth Advisors's Black Stone Minerals position peaked at $370K in Q3 2022.
179 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2023.

Based on SFMG Wealth Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.