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TrustCore Financial Services’s Black Stone Minerals BSM Stock Holding History

TrustCore Financial 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
2022
Q4 		$8.44K Buy
500
+400
+400% +$7.08K ﹤0.01% 748
2022
Q3 		$2K Buy
+100
New +$1.52K ﹤0.01% 950

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PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

TrustCore Financial Services's BSM Position: Q4 2022 in Review

TrustCore Financial Services increased its Black Stone Minerals (BSM) stake by 400% in Q4 2022, buying an estimated $7.08K and bringing the position to 500 shares worth $8.44K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

TrustCore Financial Services first reported a position in BSM in Q3 2022 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold BSM as of Q4 2022.

  • TrustCore Financial Services held 500 shares of Black Stone Minerals worth $8.44K as of Q4 2022.
  • TrustCore Financial Services bought 400 Black Stone Minerals shares in Q4 2022, an estimated $7.08K.
  • Black Stone Minerals made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #748 holding.
  • TrustCore Financial Services first reported a position in Black Stone Minerals in Q3 2022 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.