Atria Wealth Solutions’s Banco Santander SAN Stock Holding History

Atria Wealth Solutions’s Portfolio SAN Stock Details SAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-15,744	Closed	-$58.1K	–	1974
2023 Q1	$58.1K	Buy	15,744 +1,702	+12%	+$6.06K	﹤0.01%	1798
2022 Q4	$41.4K	Buy	14,042 +6	+0%	+$16	﹤0.01%	1759
2022 Q3	$32.6K	Buy	14,036 +1,529	+12%	+$3.83K	﹤0.01%	1718
2022 Q2	$35K	Buy	+12,507	New	+$38.2K	﹤0.01%	1595

Other funds holding SAN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Banco Santander (SAN) in Q2 2023, closing a stake of 15,744 shares — an estimated $58.1K sold.

Atria Wealth Solutions first reported a position in SAN in Q2 2022 and held it in 4 quarters. The position peaked at $58.1K in Q1 2023. 319 funds tracked by Wall St. Rank hold SAN as of Q2 2023.

Atria Wealth Solutions reported no remaining Banco Santander position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 15,744 Banco Santander shares in Q2 2023, an estimated $58.1K.
Atria Wealth Solutions first reported a position in Banco Santander in Q2 2022 and held it in 4 quarters.
Atria Wealth Solutions's Banco Santander position peaked at $58.1K in Q1 2023.
319 funds tracked by Wall St. Rank held Banco Santander as of Q2 2023.

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