Cerity Partners’s Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México BSMX Stock Holding History

Cerity Partners’s Portfolio BSMX Stock Details BSMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-16,081	Closed	-$109K	–	2014
2023 Q1	$109K	Sell	16,081 -1,982	-11%	-$12.8K	﹤0.01%	1767
2022 Q4	$109K	Sell	18,063 -99	-0.5%	-$574	﹤0.01%	1403
2022 Q3	$93K	Hold	18,162	–	–	﹤0.01%	1115
2022 Q2	$92K	Buy	+18,162	New	+$97.3K	﹤0.01%	1135
2022 Q1	–	Sell	-19,978	Closed	-$115K	–	1147
2021 Q4	$115K	Buy	+19,978	New	+$118K	﹤0.01%	973

Other funds holding BSMX

Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cerity Partners's BSMX Position: Q2 2023 in Review

Cerity Partners sold out of Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México (BSMX) in Q2 2023, closing a stake of 16,081 shares — an estimated $109K sold.

Cerity Partners first reported a position in BSMX in Q4 2021 and held it in 5 quarters. The position peaked at $115K in Q4 2021. 9 funds tracked by Wall St. Rank hold BSMX as of Q2 2023.

Cerity Partners reported no remaining Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position as of Q2 2023 after selling out during the quarter.
Cerity Partners sold 16,081 Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México shares in Q2 2023, an estimated $109K.
Cerity Partners first reported a position in Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México in Q4 2021 and held it in 5 quarters.
Cerity Partners's Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position peaked at $115K in Q4 2021.
9 funds tracked by Wall St. Rank held Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.