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

Tolleson 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
2021 Q1	–	Sell	-20,479	Closed	-$137K	–	75
2020 Q4	$137K	Hold	20,479	–	–	0.05%	67
2020 Q3	$126K	Hold	20,479	–	–	0.05%	63
2020 Q2	$133K	Hold	20,479	–	–	0.06%	67
2020 Q1	$96K	Hold	20,479	–	–	0.04%	60
2019 Q4	$260K	Hold	20,479	–	–	0.13%	60
2019 Q3	$292K	Hold	20,479	–	–	0.16%	47
2019 Q2	$317K	Hold	20,479	–	–	0.22%	36
2019 Q1	$361K	Hold	20,479	–	–	0.25%	33
2018 Q4	$317K	Buy	+20,479	New	+$346K	0.19%	38

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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CIBC Private Wealth Group

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.02B AUM 27.44% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return