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Belpointe Asset Management’s Banco Santander SAN Stock Holding History

Belpointe Asset Management’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
-4,022
Closed -$14.8K – 2831
2023
Q1 		$14.8K Buy
4,022
+1,643
+69% +$5.85K ﹤0.01% 2483
2022
Q4 		$7.02K Buy
+2,379
New +$6.49K ﹤0.01% 2798

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Macquarie Group
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Fidelity Investments
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

Belpointe Asset Management's SAN Position: Q2 2023 in Review

Belpointe Asset Management sold out of Banco Santander (SAN) in Q2 2023, closing a stake of 4,022 shares — an estimated $14.8K sold.

Belpointe Asset Management first reported a position in SAN in Q4 2022 and held it in 2 quarters. The position peaked at $14.8K in Q1 2023. 319 funds tracked by Wall St. Rank hold SAN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Banco Santander position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 4,022 Banco Santander shares in Q2 2023, an estimated $14.8K.
  • Belpointe Asset Management first reported a position in Banco Santander in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Banco Santander position peaked at $14.8K in Q1 2023.
  • 319 funds tracked by Wall St. Rank held Banco Santander as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.