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Dakota Wealth Management’s Banco Santander SAN Stock Holding History

Dakota Wealth Management’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
-17,001
Closed -$47K – 606
2022
Q2 		$47K Buy
+17,001
New +$51.9K ﹤0.01% 508

Other funds holding SAN

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Macquarie Group
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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

Dakota Wealth Management's SAN Position: Q3 2022 in Review

Dakota Wealth Management sold out of Banco Santander (SAN) in Q3 2022, closing a stake of 17,001 shares — an estimated $47K sold.

Dakota Wealth Management first reported a position in SAN in Q2 2022 and held it in 1 quarter. The position peaked at $47K in Q2 2022. 288 funds tracked by Wall St. Rank hold SAN as of Q3 2022.

  • Dakota Wealth Management reported no remaining Banco Santander position as of Q3 2022 after selling out during the quarter.
  • Dakota Wealth Management sold 17,001 Banco Santander shares in Q3 2022, an estimated $47K.
  • Dakota Wealth Management first reported a position in Banco Santander in Q2 2022 and held it in 1 quarter.
  • Dakota Wealth Management's Banco Santander position peaked at $47K in Q2 2022.
  • 288 funds tracked by Wall St. Rank held Banco Santander as of Q3 2022.

Based on Dakota Wealth Management's 13F filing for Q3 2022, filed 10 Nov 2022.