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Wipfli Financial Advisors’s Black Stone Minerals BSM Stock Holding History

Wipfli Financial 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
2022
Q3 		$3K Buy
+200
New +$3.04K ﹤0.01% 2192

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Wipfli Financial Advisors's BSM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Black Stone Minerals (BSM) in Q3 2022: 200 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2192 among its holdings.

147 funds tracked by Wall St. Rank hold BSM as of Q3 2022.

  • Wipfli Financial Advisors held 200 shares of Black Stone Minerals worth $3K as of Q3 2022.
  • Black Stone Minerals was a new Wipfli Financial Advisors position in Q3 2022.
  • Black Stone Minerals made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2192 holding.
  • 147 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.