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Capasso Planning Partners’s Banco Santander SAN Stock Holding History

Capasso Planning 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
2022
Q2 		– Sell
-15,000
Closed -$51K – 98
2022
Q1 		$51K Buy
+15,000
New +$52.5K 0.04% 88

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MIP
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Lazard Asset Management
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Morgan Stanley
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Goldman Sachs
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capasso Planning Partners's SAN Position: Q2 2022 in Review

Capasso Planning Partners sold out of Banco Santander (SAN) in Q2 2022, closing a stake of 15,000 shares — an estimated $51K sold.

Capasso Planning Partners first reported a position in SAN in Q1 2022 and held it in 1 quarter. The position peaked at $51K in Q1 2022. 311 funds tracked by Wall St. Rank hold SAN as of Q2 2022.

  • Capasso Planning Partners reported no remaining Banco Santander position as of Q2 2022 after selling out during the quarter.
  • Capasso Planning Partners sold 15,000 Banco Santander shares in Q2 2022, an estimated $51K.
  • Capasso Planning Partners first reported a position in Banco Santander in Q1 2022 and held it in 1 quarter.
  • Capasso Planning Partners's Banco Santander position peaked at $51K in Q1 2022.
  • 311 funds tracked by Wall St. Rank held Banco Santander as of Q2 2022.

Based on Capasso Planning Partners's 13F filing for Q2 2022, filed 11 Aug 2022.