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Stephens Consulting’s Black Stone Minerals BSM Stock Holding History

Stephens Consulting’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
-300
Closed -$4.7K – 541
2024
Q2 		$4.7K Hold
300
– – ﹤0.01% 415
2024
Q1 		$4.79K Hold
300
– – ﹤0.01% 371
2023
Q4 		$4.79K Sell
300
-4,586
-94% -$78.9K ﹤0.01% 378
2023
Q3 		$84.2K Buy
4,886
+4,586
+1,529% +$78.2K 0.03% 124
2023
Q2 		$4.79K Buy
+300
New +$4.8K ﹤0.01% 376

Other funds holding BSM

WMRU
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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

Stephens Consulting's BSM Position: Q3 2024 in Review

Stephens Consulting sold out of Black Stone Minerals (BSM) in Q3 2024, closing a stake of 300 shares — an estimated $4.7K sold.

Stephens Consulting first reported a position in BSM in Q2 2023 and held it in 5 quarters. The position peaked at $84.2K in Q3 2023. 178 funds tracked by Wall St. Rank hold BSM as of Q3 2024.

  • Stephens Consulting reported no remaining Black Stone Minerals position as of Q3 2024 after selling out during the quarter.
  • Stephens Consulting sold 300 Black Stone Minerals shares in Q3 2024, an estimated $4.7K.
  • Stephens Consulting first reported a position in Black Stone Minerals in Q2 2023 and held it in 5 quarters.
  • Stephens Consulting's Black Stone Minerals position peaked at $84.2K in Q3 2023.
  • 178 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2024.

Based on Stephens Consulting's 13F filing for Q3 2024, filed 18 Oct 2024.