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Triad Wealth Partners’s Black Stone Minerals BSM Stock Holding History

Triad Wealth Partners’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
-275
Closed -$4.31K – 171
2024
Q2 		$4.31K Buy
+275
New +$4.4K ﹤0.01% 603

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
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

Triad Wealth Partners's BSM Position: Q3 2024 in Review

Triad Wealth Partners sold out of Black Stone Minerals (BSM) in Q3 2024, closing a stake of 275 shares — an estimated $4.31K sold.

Triad Wealth Partners first reported a position in BSM in Q2 2024 and held it in 1 quarter. The position peaked at $4.31K in Q2 2024. 178 funds tracked by Wall St. Rank hold BSM as of Q3 2024.

  • Triad Wealth Partners reported no remaining Black Stone Minerals position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 275 Black Stone Minerals shares in Q3 2024, an estimated $4.31K.
  • Triad Wealth Partners first reported a position in Black Stone Minerals in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Black Stone Minerals position peaked at $4.31K in Q2 2024.
  • 178 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.