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Wealth Preservation Advisors’s Black Stone Minerals BSM Stock Holding History

Wealth Preservation Advisors’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
2025
Q2 		– Sell
-1,492
Closed -$22.8K – 586
2025
Q1 		$22.8K Buy
+1,492
New +$22.4K 0.02% 248

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
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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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

Wealth Preservation Advisors's BSM Position: Q2 2025 in Review

Wealth Preservation Advisors sold out of Black Stone Minerals (BSM) in Q2 2025, closing a stake of 1,492 shares — an estimated $22.8K sold.

Wealth Preservation Advisors first reported a position in BSM in Q1 2025 and held it in 1 quarter. The position peaked at $22.8K in Q1 2025. 184 funds tracked by Wall St. Rank hold BSM as of Q2 2025.

  • Wealth Preservation Advisors reported no remaining Black Stone Minerals position as of Q2 2025 after selling out during the quarter.
  • Wealth Preservation Advisors sold 1,492 Black Stone Minerals shares in Q2 2025, an estimated $22.8K.
  • Wealth Preservation Advisors first reported a position in Black Stone Minerals in Q1 2025 and held it in 1 quarter.
  • Wealth Preservation Advisors's Black Stone Minerals position peaked at $22.8K in Q1 2025.
  • 184 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2025.

Based on Wealth Preservation Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.