SignatureFD’s Black Stone Minerals BSM Stock Holding History

SignatureFD’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	-400	Closed	-$6.27K	–	3253
2024 Q2	$6.27K	Hold	400	–	–	﹤0.01%	2437
2024 Q1	$6.39K	Hold	400	–	–	﹤0.01%	2469
2023 Q4	$6.38K	Hold	400	–	–	﹤0.01%	2431
2023 Q3	$6.89K	Hold	400	–	–	﹤0.01%	2379
2023 Q2	$6.38K	Buy	+400	New	+$6.4K	﹤0.01%	2427

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

SignatureFD's BSM Position: Q3 2024 in Review

SignatureFD sold out of Black Stone Minerals (BSM) in Q3 2024, closing a stake of 400 shares — an estimated $6.27K sold.

SignatureFD first reported a position in BSM in Q2 2023 and held it in 5 quarters. The position peaked at $6.89K in Q3 2023. 178 funds tracked by Wall St. Rank hold BSM as of Q3 2024.

SignatureFD reported no remaining Black Stone Minerals position as of Q3 2024 after selling out during the quarter.
SignatureFD sold 400 Black Stone Minerals shares in Q3 2024, an estimated $6.27K.
SignatureFD first reported a position in Black Stone Minerals in Q2 2023 and held it in 5 quarters.
SignatureFD's Black Stone Minerals position peaked at $6.89K in Q3 2023.
178 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2024.

Based on SignatureFD's 13F filing for Q3 2024, filed 21 Oct 2024.