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Wealth Alliance Advisory Group’s Black Stone Minerals BSM Stock Holding History

Wealth Alliance Advisory Group’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
Q1 		– Sell
-19,352
Closed -$309K – 190
2023
Q4 		$309K Hold
19,352
– – 0.08% 137
2023
Q3 		$333K Hold
19,352
– – 0.1% 122
2023
Q2 		$309K Buy
+19,352
New +$310K 0.11% 127

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
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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return

Wealth Alliance Advisory Group's BSM Position: Q1 2024 in Review

Wealth Alliance Advisory Group sold out of Black Stone Minerals (BSM) in Q1 2024, closing a stake of 19,352 shares — an estimated $309K sold.

Wealth Alliance Advisory Group first reported a position in BSM in Q2 2023 and held it in 3 quarters. The position peaked at $333K in Q3 2023. 183 funds tracked by Wall St. Rank hold BSM as of Q1 2024.

  • Wealth Alliance Advisory Group reported no remaining Black Stone Minerals position as of Q1 2024 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 19,352 Black Stone Minerals shares in Q1 2024, an estimated $309K.
  • Wealth Alliance Advisory Group first reported a position in Black Stone Minerals in Q2 2023 and held it in 3 quarters.
  • Wealth Alliance Advisory Group's Black Stone Minerals position peaked at $333K in Q3 2023.
  • 183 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2024.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2024, filed 15 Apr 2024.