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Tucker Asset Management’s Black Stone Minerals BSM Stock Holding History

Tucker Asset 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
2023
Q2 		– Sell
-2,851
Closed -$44.7K – 1186
2023
Q1 		$44.7K Buy
+2,851
New +$44.6K 0.01% 270

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Morgan Stanley
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PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return

Tucker Asset Management's BSM Position: Q2 2023 in Review

Tucker Asset Management sold out of Black Stone Minerals (BSM) in Q2 2023, closing a stake of 2,851 shares — an estimated $44.7K sold.

Tucker Asset Management first reported a position in BSM in Q1 2023 and held it in 1 quarter. The position peaked at $44.7K in Q1 2023. 171 funds tracked by Wall St. Rank hold BSM as of Q2 2023.

  • Tucker Asset Management reported no remaining Black Stone Minerals position as of Q2 2023 after selling out during the quarter.
  • Tucker Asset Management sold 2,851 Black Stone Minerals shares in Q2 2023, an estimated $44.7K.
  • Tucker Asset Management first reported a position in Black Stone Minerals in Q1 2023 and held it in 1 quarter.
  • Tucker Asset Management's Black Stone Minerals position peaked at $44.7K in Q1 2023.
  • 171 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2023.

Based on Tucker Asset Management's 13F filing for Q2 2023, filed 8 Sep 2023.