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BOK Financial Private Wealth’s Banco Santander SAN Stock Holding History

BOK Financial Private Wealth’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
2022
Q1 		– Sell
-16,742
Closed -$55K – 332
2021
Q4 		$55K Sell
16,742
-6,706
-29% -$23.6K ﹤0.01% 304
2021
Q3 		$85K Sell
23,448
-17
-0.1% -$63 0.01% 240
2021
Q2 		$92K Buy
23,465
+6,787
+41% +$26.3K 0.01% 228
2021
Q1 		$57K Buy
+16,678
New +$56.5K 0.01% 195

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BOK Financial Private Wealth's SAN Position: Q1 2022 in Review

BOK Financial Private Wealth sold out of Banco Santander (SAN) in Q1 2022, closing a stake of 16,742 shares — an estimated $55K sold.

BOK Financial Private Wealth first reported a position in SAN in Q1 2021 and held it in 4 quarters. The position peaked at $92K in Q2 2021. 311 funds tracked by Wall St. Rank hold SAN as of Q1 2022.

  • BOK Financial Private Wealth reported no remaining Banco Santander position as of Q1 2022 after selling out during the quarter.
  • BOK Financial Private Wealth sold 16,742 Banco Santander shares in Q1 2022, an estimated $55K.
  • BOK Financial Private Wealth first reported a position in Banco Santander in Q1 2021 and held it in 4 quarters.
  • BOK Financial Private Wealth's Banco Santander position peaked at $92K in Q2 2021.
  • 311 funds tracked by Wall St. Rank held Banco Santander as of Q1 2022.

Based on BOK Financial Private Wealth's 13F filing for Q1 2022, filed 9 May 2022.