WJ Interests’s Black Stone Minerals BSM Stock Holding History

WJ Interests’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 Q1	–	Sell	-510	Closed	-$8.6K	–	19
2022 Q4	$8.6K	Buy	+510	New	+$9.03K	0.01%	63

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

ECP

Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WJ Interests's BSM Position: Q1 2023 in Review

WJ Interests sold out of Black Stone Minerals (BSM) in Q1 2023, closing a stake of 510 shares — an estimated $8.6K sold.

WJ Interests first reported a position in BSM in Q4 2022 and held it in 1 quarter. The position peaked at $8.6K in Q4 2022. 169 funds tracked by Wall St. Rank hold BSM as of Q1 2023.

WJ Interests reported no remaining Black Stone Minerals position as of Q1 2023 after selling out during the quarter.
WJ Interests sold 510 Black Stone Minerals shares in Q1 2023, an estimated $8.6K.
WJ Interests first reported a position in Black Stone Minerals in Q4 2022 and held it in 1 quarter.
WJ Interests's Black Stone Minerals position peaked at $8.6K in Q4 2022.
169 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2023.

Based on WJ Interests's 13F filing for Q1 2023, filed 13 Apr 2023.