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Capital Planning Advisors’s Banco Santander SAN Stock Holding History

Capital Planning Advisors’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
Q3 		– Sell
-12,770
Closed -$36K – 134
2022
Q2 		$36K Buy
+12,770
New +$39K 0.01% 130

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Planning Advisors's SAN Position: Q3 2022 in Review

Capital Planning Advisors sold out of Banco Santander (SAN) in Q3 2022, closing a stake of 12,770 shares — an estimated $36K sold.

Capital Planning Advisors first reported a position in SAN in Q2 2022 and held it in 1 quarter. The position peaked at $36K in Q2 2022. 288 funds tracked by Wall St. Rank hold SAN as of Q3 2022.

  • Capital Planning Advisors reported no remaining Banco Santander position as of Q3 2022 after selling out during the quarter.
  • Capital Planning Advisors sold 12,770 Banco Santander shares in Q3 2022, an estimated $36K.
  • Capital Planning Advisors first reported a position in Banco Santander in Q2 2022 and held it in 1 quarter.
  • Capital Planning Advisors's Banco Santander position peaked at $36K in Q2 2022.
  • 288 funds tracked by Wall St. Rank held Banco Santander as of Q3 2022.

Based on Capital Planning Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.