Envestnet Asset Management’s Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México BSMX Stock Holding History

Envestnet Asset Management’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	-237,567	Closed	-$36.2K	–	4136
2023 Q1	$36.2K	Buy	237,567 +202,062	+569%	+$1.3M	﹤0.01%	3885
2022 Q4	$214K	Sell	35,505 -301	-0.8%	-$1.75K	﹤0.01%	3637
2022 Q3	$183K	Sell	35,806 -21,526	-38%	-$112K	﹤0.01%	3613
2022 Q2	$289K	Sell	57,332 -8,765	-13%	-$46.9K	﹤0.01%	3379
2022 Q1	$346K	Sell	66,097 -2,187	-3%	-$12.1K	﹤0.01%	3367
2021 Q4	$385K	Buy	68,284 +46,538	+214%	+$274K	﹤0.01%	3242
2021 Q3	$125K	Buy	+21,746	New	+$127K	﹤0.01%	3570
2019 Q4	–	Sell	-20,069	Closed	-$126K	–	3180
2019 Q3	$126K	Sell	20,069 -65,948	-77%	-$453K	﹤0.01%	2938
2019 Q2	$658K	Buy	86,017 +21,043	+32%	+$163K	﹤0.01%	2208
2019 Q1	$440K	Sell	64,974 -10,467	-14%	-$71.5K	﹤0.01%	2423
2018 Q4	$465K	Buy	+75,441	New	+$507K	﹤0.01%	2198
2018 Q3	–	Sell	-1,251	Closed	-$8K	–	2791
2018 Q2	$8K	Buy	1,251 +177	+16%	+$1.23K	﹤0.01%	2587
2018 Q1	$8K	Buy	+1,074	New	+$7.93K	﹤0.01%	2544
2017 Q4	–	Sell	-1,725	Closed	-$17K	–	3018
2017 Q3	$17K	Buy	1,725 +1,023	+146%	+$10.5K	﹤0.01%	2520
2017 Q2	$7K	Buy	702 +237	+51%	+$2.19K	﹤0.01%	2785
2017 Q1	$4K	Sell	465 -1,065	-70%	-$8.09K	﹤0.01%	2946
2016 Q4	$12K	Sell	1,530 -2,480	-62%	-$19.9K	﹤0.01%	2753
2016 Q3	$35K	Buy	4,010 +457	+13%	+$4.24K	﹤0.01%	2704
2016 Q2	$32K	Buy	+3,553	New	+$31.6K	﹤0.01%	2873
2015 Q4	–	Sell	-4,232	Closed	-$31K	–	3087
2015 Q3	$31K	Buy	+4,232	New	+$35.1K	﹤0.01%	2825
2015 Q2	–	Sell	-16,408	Closed	-$179K	–	2277
2015 Q1	$179K	Buy	16,408 +16,338	+23,340%	+$175K	﹤0.01%	1975
2014 Q4	$1K	Hold	70	–	–	﹤0.01%	2439
2014 Q3	$1K	Hold	70	–	–	﹤0.01%	2672
2014 Q2	$1K	Hold	70	–	–	﹤0.01%	2642
2014 Q1	$1K	Sell	70 -1,832	-96%	-$21.3K	﹤0.01%	2473
2013 Q4	$26K	Sell	1,902 -1,024	-35%	-$14.1K	﹤0.01%	1431
2013 Q3	$40K	Buy	2,926 +373	+15%	+$5.35K	﹤0.01%	1263
2013 Q2	$36K	Buy	+2,553	New	+$39.8K	﹤0.01%	1262

Other funds holding BSMX

Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return

YCM

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

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 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 $20.6B AUM 34.61% 1-Year Est. Return

Envestnet Asset Management's BSMX Position: Q2 2023 in Review

Envestnet Asset Management sold out of Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México (BSMX) in Q2 2023, closing a stake of 237,567 shares — an estimated $36.2K sold.

Envestnet Asset Management first reported a position in BSMX in Q2 2013 and held it in 28 quarters. The position peaked at $658K in Q2 2019. 9 funds tracked by Wall St. Rank hold BSMX as of Q2 2023.

Envestnet Asset Management 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.
Envestnet Asset Management sold 237,567 Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México shares in Q2 2023, an estimated $36.2K.
Envestnet Asset Management first reported a position in Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México in Q2 2013 and held it in 28 quarters.
Envestnet Asset Management's Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position peaked at $658K in Q2 2019.
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 Envestnet Asset Management's 13F filing for Q2 2023, filed 4 Aug 2023.