Buckingham Strategic Wealth’s Banco Santander SAN Stock Holding History

Buckingham Strategic 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
2024 Q2	$121K	Sell	26,069 -776	-3%	-$3.82K	﹤0.01%	733
2024 Q1	$130K	Sell	26,845 -355	-1%	-$1.48K	﹤0.01%	725
2023 Q4	$113K	Sell	27,200 -1,225	-4%	-$4.79K	﹤0.01%	695
2023 Q3	$107K	Hold	28,425	–	–	﹤0.01%	659
2023 Q2	$105K	Buy	28,425 +132	+0.5%	+$466	﹤0.01%	665
2023 Q1	$83.5K	Hold	28,293	–	–	﹤0.01%	590
2022 Q4	$83.5K	Buy	+28,293	New	+$77.2K	﹤0.01%	592
2022 Q3	–	Sell	-10,245	Closed	-$29K	–	640
2022 Q2	$29K	Buy	+10,245	New	+$31.3K	﹤0.01%	595

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

TAM

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

Buckingham Strategic Wealth's SAN Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Banco Santander (SAN) stake by 2.9% in Q2 2024, selling an estimated $3.82K and leaving 26,069 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Buckingham Strategic Wealth first reported a position in SAN in Q2 2022 and has held it in 8 quarters since. The position peaked at $130K in Q1 2024. 396 funds tracked by Wall St. Rank hold SAN as of Q2 2024.

Buckingham Strategic Wealth held 26,069 shares of Banco Santander worth $121K as of Q2 2024.
Buckingham Strategic Wealth sold 776 Banco Santander shares in Q2 2024, an estimated $3.82K.
Banco Santander made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #733 holding.
Buckingham Strategic Wealth first reported a position in Banco Santander in Q2 2022 and has held it in 8 quarters since.
Buckingham Strategic Wealth's Banco Santander position peaked at $130K in Q1 2024.
396 funds tracked by Wall St. Rank held Banco Santander as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.