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Wealthedge Investment Advisors’s Black Stone Minerals BSM Stock Holding History

Wealthedge Investment 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
Q1 		– Sell
-34,586
Closed -$505K – 186
2024
Q4 		$505K Buy
+34,586
New +$516K 0.23% 92

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 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

Wealthedge Investment Advisors's BSM Position: Q1 2025 in Review

Wealthedge Investment Advisors sold out of Black Stone Minerals (BSM) in Q1 2025, closing a stake of 34,586 shares — an estimated $505K sold.

Wealthedge Investment Advisors first reported a position in BSM in Q4 2024 and held it in 1 quarter. The position peaked at $505K in Q4 2024. 177 funds tracked by Wall St. Rank hold BSM as of Q1 2025.

  • Wealthedge Investment Advisors reported no remaining Black Stone Minerals position as of Q1 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 34,586 Black Stone Minerals shares in Q1 2025, an estimated $505K.
  • Wealthedge Investment Advisors first reported a position in Black Stone Minerals in Q4 2024 and held it in 1 quarter.
  • Wealthedge Investment Advisors's Black Stone Minerals position peaked at $505K in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.