Texas Capital Bank Wealth Management Services’s Black Stone Minerals BSM Stock Holding History

Texas Capital Bank Wealth Management 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	-10,000	Closed	-$157K	–	211
2024 Q2	$157K	Sell	10,000 -50,000	-83%	-$800K	0.02%	185
2024 Q1	$959K	Buy	60,000 +40,000	+200%	+$633K	0.11%	82
2023 Q4	$319K	Buy	+20,000	New	+$344K	0.04%	144
2020 Q4	–	Sell	-30,000	Closed	-$184K	–	134
2020 Q3	$184K	Buy	+30,000	New	+$200K	0.03%	147

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 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

Texas Capital Bank Wealth Management Services's BSM Position: Q3 2024 in Review

Texas Capital Bank Wealth Management Services sold out of Black Stone Minerals (BSM) in Q3 2024, closing a stake of 10,000 shares — an estimated $157K sold.

Texas Capital Bank Wealth Management Services first reported a position in BSM in Q3 2020 and held it in 4 quarters. The position peaked at $959K in Q1 2024. 178 funds tracked by Wall St. Rank hold BSM as of Q3 2024.

Texas Capital Bank Wealth Management Services reported no remaining Black Stone Minerals position as of Q3 2024 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 10,000 Black Stone Minerals shares in Q3 2024, an estimated $157K.
Texas Capital Bank Wealth Management Services first reported a position in Black Stone Minerals in Q3 2020 and held it in 4 quarters.
Texas Capital Bank Wealth Management Services's Black Stone Minerals position peaked at $959K in Q1 2024.
178 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2024, filed 14 Nov 2024.