AWS
BSMX

Atria Wealth Solutions’s Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México BSMX Stock Holding History

Atria Wealth Solutions’s Portfolio BSMX Stock Details BSMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-233,641
Closed -$1.58M – 2015
2023
Q1 		$1.58M Buy
+233,641
New +$1.51M 0.02% 622

Other funds holding BSMX

KI
Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Atria Wealth Solutions's BSMX Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México (BSMX) in Q2 2023, closing a stake of 233,641 shares — an estimated $1.58M sold.

Atria Wealth Solutions first reported a position in BSMX in Q1 2023 and held it in 1 quarter. The position peaked at $1.58M in Q1 2023. 9 funds tracked by Wall St. Rank hold BSMX as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 233,641 Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México shares in Q2 2023, an estimated $1.58M.
  • Atria Wealth Solutions first reported a position in Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México in Q1 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position peaked at $1.58M in Q1 2023.
  • 9 funds tracked by Wall St. Rank held Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.