Endurance Wealth Management’s Banco Santander SAN Stock Holding History

Endurance 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
2023 Q2	$0	Hold	116	–	–	﹤0.01%	657
2023 Q1	$0	Hold	116	–	–	﹤0.01%	658
2022 Q4	$0	Hold	116	–	–	﹤0.01%	654
2022 Q3	$0	Hold	116	–	–	﹤0.01%	636
2022 Q2	$0	Hold	116	–	–	﹤0.01%	643
2022 Q1	$0	Hold	116	–	–	﹤0.01%	653
2021 Q4	$0	Hold	116	–	–	﹤0.01%	644
2021 Q3	$0	Hold	116	–	–	﹤0.01%	647
2021 Q2	$0	Hold	116	–	–	﹤0.01%	643
2021 Q1	$0	Hold	116	–	–	﹤0.01%	665
2020 Q4	$0	Sell	116 -5	-4%	-$13	﹤0.01%	633
2020 Q3	$0	Hold	121	–	–	﹤0.01%	640
2020 Q2	$0	Hold	121	–	–	﹤0.01%	619
2020 Q1	$0	Hold	121	–	–	﹤0.01%	585
2019 Q4	$0	Hold	121	–	–	﹤0.01%	533
2019 Q3	$0	Hold	121	–	–	﹤0.01%	535
2019 Q2	$1K	Hold	121	–	–	﹤0.01%	465
2019 Q1	$1K	Hold	121	–	–	﹤0.01%	467
2018 Q4	$1K	Sell	121 -121	-50%	-$549	﹤0.01%	464
2018 Q3	$1K	Sell	242 -121	-33%	-$609	﹤0.01%	472
2018 Q2	$2K	Hold	363	–	–	﹤0.01%	471
2018 Q1	$2K	Hold	363	–	–	﹤0.01%	493
2017 Q4	$2K	Hold	363	–	–	﹤0.01%	490
2017 Q3	$2K	Hold	363	–	–	﹤0.01%	481
2017 Q2	$2K	Hold	363	–	–	﹤0.01%	482
2017 Q1	$2K	Hold	363	–	–	﹤0.01%	487
2016 Q4	$2K	Hold	363	–	–	﹤0.01%	467
2016 Q3	$2K	Hold	363	–	–	﹤0.01%	467
2016 Q2	$1K	Hold	363	–	–	﹤0.01%	480
2016 Q1	$2K	Hold	363	–	–	﹤0.01%	478
2015 Q4	$2K	Sell	363 -4	-1%	-$21	﹤0.01%	494
2015 Q3	$2K	Sell	367 -2	-0.5%	-$12	﹤0.01%	488
2015 Q2	$2K	Buy	+369	New	+$2.57K	﹤0.01%	499

Other funds holding SAN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Endurance Wealth Management's SAN Position: Q2 2023 in Review

Endurance Wealth Management held its Banco Santander (SAN) position steady in Q2 2023 at 116 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Endurance Wealth Management first reported a position in SAN in Q2 2015 and has held it in 33 quarters since. The position peaked at $2K in Q2 2018. 319 funds tracked by Wall St. Rank hold SAN as of Q2 2023.

Endurance Wealth Management held 116 shares of Banco Santander worth $0 as of Q2 2023.
Endurance Wealth Management left its Banco Santander share count unchanged in Q2 2023.
Banco Santander made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #657 holding.
Endurance Wealth Management first reported a position in Banco Santander in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's Banco Santander position peaked at $2K in Q2 2018.
319 funds tracked by Wall St. Rank held Banco Santander as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.