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Sowell Financial Services’s Black Stone Minerals BSM Stock Holding History

Sowell Financial Services’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
-55,375
Closed -$868K – 539
2024
Q2 		$868K Buy
55,375
+330
+0.6% +$5.28K 0.04% 351
2024
Q1 		$880K Sell
55,045
-10,972
-17% -$174K 0.04% 364
2023
Q4 		$1.05M Sell
66,017
-625
-0.9% -$10.8K 0.06% 315
2023
Q3 		$1.15M Buy
66,642
+11,989
+22% +$204K 0.07% 289
2023
Q2 		$872K Buy
+54,653
New +$874K 0.05% 377

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
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 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

Sowell Financial Services's BSM Position: Q3 2024 in Review

Sowell Financial Services sold out of Black Stone Minerals (BSM) in Q3 2024, closing a stake of 55,375 shares — an estimated $868K sold.

Sowell Financial Services first reported a position in BSM in Q2 2023 and held it in 5 quarters. The position peaked at $1.15M in Q3 2023. 178 funds tracked by Wall St. Rank hold BSM as of Q3 2024.

  • Sowell Financial Services reported no remaining Black Stone Minerals position as of Q3 2024 after selling out during the quarter.
  • Sowell Financial Services sold 55,375 Black Stone Minerals shares in Q3 2024, an estimated $868K.
  • Sowell Financial Services first reported a position in Black Stone Minerals in Q2 2023 and held it in 5 quarters.
  • Sowell Financial Services's Black Stone Minerals position peaked at $1.15M in Q3 2023.
  • 178 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2024.

Based on Sowell Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.