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BKM Wealth Management’s Banco Santander SAN Stock Holding History

BKM Wealth 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
2024
Q1 		– Sell
-1,572
Closed -$6.51K – 484
2023
Q4 		$6.51K Buy
+1,572
New +$6.15K ﹤0.01% 494

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

BKM Wealth Management's SAN Position: Q1 2024 in Review

BKM Wealth Management sold out of Banco Santander (SAN) in Q1 2024, closing a stake of 1,572 shares — an estimated $6.51K sold.

BKM Wealth Management first reported a position in SAN in Q4 2023 and held it in 1 quarter. The position peaked at $6.51K in Q4 2023. 380 funds tracked by Wall St. Rank hold SAN as of Q1 2024.

  • BKM Wealth Management reported no remaining Banco Santander position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 1,572 Banco Santander shares in Q1 2024, an estimated $6.51K.
  • BKM Wealth Management first reported a position in Banco Santander in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Banco Santander position peaked at $6.51K in Q4 2023.
  • 380 funds tracked by Wall St. Rank held Banco Santander as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.