Castle Financial & Retirement Planning Associates’s Banco Santander SAN Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$0	Buy	+45	New	+$158	﹤0.01%	225

Other funds holding SAN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's SAN Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Banco Santander (SAN) in Q4 2021: 45 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #225 among its holdings.

320 funds tracked by Wall St. Rank hold SAN as of Q4 2021.

Castle Financial & Retirement Planning Associates held 45 shares of Banco Santander worth $0 as of Q4 2021.
Banco Santander was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Banco Santander made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #225 holding.
320 funds tracked by Wall St. Rank held Banco Santander as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.