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Toth Financial Advisory’s Black Stone Minerals BSM Stock Holding History

Toth Financial Advisory’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
2023
Q4 		– Sell
-100
Closed -$1.72K – 734
2023
Q3 		$1.72K Hold
100
– – ﹤0.01% 648
2023
Q2 		$1.59K Buy
+100
New +$1.6K ﹤0.01% 669

Other funds holding BSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 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
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
KCM
Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return

Toth Financial Advisory's BSM Position: Q4 2023 in Review

Toth Financial Advisory sold out of Black Stone Minerals (BSM) in Q4 2023, closing a stake of 100 shares — an estimated $1.72K sold.

Toth Financial Advisory first reported a position in BSM in Q2 2023 and held it in 2 quarters. The position peaked at $1.72K in Q3 2023. 195 funds tracked by Wall St. Rank hold BSM as of Q4 2023.

  • Toth Financial Advisory reported no remaining Black Stone Minerals position as of Q4 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 100 Black Stone Minerals shares in Q4 2023, an estimated $1.72K.
  • Toth Financial Advisory first reported a position in Black Stone Minerals in Q2 2023 and held it in 2 quarters.
  • Toth Financial Advisory's Black Stone Minerals position peaked at $1.72K in Q3 2023.
  • 195 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.