Baldwin Wealth Partners’s Banco Santander SAN Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-15,772	Closed	-$80.4K	–	853
2024 Q3	$80.4K	Buy	15,772 +15,124	+2,334%	+$72.7K	0.01%	446
2024 Q2	$3K	Hold	648	–	–	﹤0.01%	629
2024 Q1	$3.14K	Hold	648	–	–	﹤0.01%	624
2023 Q4	$2.68K	Hold	648	–	–	﹤0.01%	657
2023 Q3	$2.44K	Hold	648	–	–	﹤0.01%	676
2023 Q2	$2.4K	Hold	648	–	–	﹤0.01%	690
2023 Q1	$2.39K	Hold	648	–	–	﹤0.01%	720
2022 Q4	$1.91K	Buy	+648	New	+$1.77K	﹤0.01%	715
2021 Q1	–	Sell	-297	Closed	-$1K	–	637
2020 Q4	$1K	Hold	297	–	–	﹤0.01%	544
2020 Q3	$1K	Hold	297	–	–	﹤0.01%	528
2020 Q2	$1K	Hold	297	–	–	﹤0.01%	522
2020 Q1	$1K	Buy	+297	New	+$1.02K	﹤0.01%	538
2018 Q2	–	Sell	-54,835	Closed	-$344K	–	521
2018 Q1	$344K	Buy	+54,835	New	+$363K	0.06%	154
2015 Q4	–	Sell	-6,890	Closed	-$35K	–	242
2015 Q3	$35K	Sell	6,890 -632	-8%	-$3.83K	0.01%	243
2015 Q2	$50K	Sell	7,522 -9,641	-56%	-$67.2K	0.01%	248
2015 Q1	$121K	Buy	+17,163	New	+$116K	0.02%	233

Other funds holding SAN

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

MIP

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baldwin Wealth Partners's SAN Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Banco Santander (SAN) in Q4 2024, closing a stake of 15,772 shares — an estimated $80.4K sold.

Baldwin Wealth Partners first reported a position in SAN in Q1 2015 and held it in 16 quarters. The position peaked at $344K in Q1 2018. 408 funds tracked by Wall St. Rank hold SAN as of Q4 2024.

Baldwin Wealth Partners reported no remaining Banco Santander position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 15,772 Banco Santander shares in Q4 2024, an estimated $80.4K.
Baldwin Wealth Partners first reported a position in Banco Santander in Q1 2015 and held it in 16 quarters.
Baldwin Wealth Partners's Banco Santander position peaked at $344K in Q1 2018.
408 funds tracked by Wall St. Rank held Banco Santander as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.