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

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return

Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

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

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Tolleson Wealth Management's BSM Position: Q1 2021 in Review

Tolleson Wealth Management sold out of Black Stone Minerals (BSM) in Q1 2021, closing a stake of 20,479 shares — an estimated $137K sold.

Tolleson Wealth Management first reported a position in BSM in Q4 2018 and held it in 9 quarters. The position peaked at $361K in Q1 2019. 102 funds tracked by Wall St. Rank hold BSM as of Q1 2021.

Tolleson Wealth Management reported no remaining Black Stone Minerals position as of Q1 2021 after selling out during the quarter.
Tolleson Wealth Management sold 20,479 Black Stone Minerals shares in Q1 2021, an estimated $137K.
Tolleson Wealth Management first reported a position in Black Stone Minerals in Q4 2018 and held it in 9 quarters.
Tolleson Wealth Management's Black Stone Minerals position peaked at $361K in Q1 2019.
102 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2021.

Based on Tolleson Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.