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Spire Wealth Management’s Black Stone Minerals BSM Stock Holding History

Spire Wealth Management’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
-80
Closed -$1.26K – 2176
2024
Q2 		$1.26K Sell
80
-224
-74% -$3.58K ﹤0.01% 2085
2024
Q1 		$4.86K Buy
304
+2
+0.7% +$32 ﹤0.01% 1932
2023
Q4 		$4.9K Buy
302
+2
+0.7% +$34 ﹤0.01% 1961
2023
Q3 		$5.17K Buy
300
+2
+0.7% +$34 ﹤0.01% 1936
2023
Q2 		$4.75K Buy
298
+72
+32% +$1.15K ﹤0.01% 2017
2023
Q1 		$3.55K Buy
+226
New +$3.54K ﹤0.01% 2117
2022
Q4 		– Sell
-14,164
Closed -$222K – 2316
2022
Q3 		$222K Sell
14,164
-2,108
-13% -$32K 0.01% 503
2022
Q2 		$223K Buy
16,272
+15,772
+3,154% +$239K 0.01% 724
2022
Q1 		$7K Hold
500
– – ﹤0.01% 2141
2021
Q4 		$5K Hold
500
– – ﹤0.01% 2546
2021
Q3 		$6K Hold
500
– – ﹤0.01% 2226
2021
Q2 		$5K Hold
500
– – ﹤0.01% 2299
2021
Q1 		$4K Buy
+500
New +$4.44K ﹤0.01% 2674

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

Spire Wealth Management's BSM Position: Q3 2024 in Review

Spire Wealth Management sold out of Black Stone Minerals (BSM) in Q3 2024, closing a stake of 80 shares — an estimated $1.26K sold.

Spire Wealth Management first reported a position in BSM in Q1 2021 and held it in 13 quarters. The position peaked at $223K in Q2 2022. 178 funds tracked by Wall St. Rank hold BSM as of Q3 2024.

  • Spire Wealth Management reported no remaining Black Stone Minerals position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 80 Black Stone Minerals shares in Q3 2024, an estimated $1.26K.
  • Spire Wealth Management first reported a position in Black Stone Minerals in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's Black Stone Minerals position peaked at $223K in Q2 2022.
  • 178 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.