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Evoke Wealth’s Santander BSBR Stock Holding History

Evoke Wealth’s Portfolio BSBR Stock Details BSBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-623
Closed -$4K – 474
2022
Q3 		$4K Sell
623
-66
-10% -$371 ﹤0.01% 907
2022
Q2 		$4K Hold
689
– – ﹤0.01% 918
2022
Q1 		$5K Hold
689
– – ﹤0.01% 894
2021
Q4 		$4K Sell
689
-57
-8% -$343 ﹤0.01% 926
2021
Q3 		$4K Hold
746
– – ﹤0.01% 876
2021
Q2 		$6K Hold
746
– – ﹤0.01% 821
2021
Q1 		$5K Hold
746
– – ﹤0.01% 828
2020
Q4 		$6K Hold
746
– – ﹤0.01% 664
2020
Q3 		$4K Buy
+746
New +$3.85K ﹤0.01% 695

Other funds holding BSBR

BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
MSAGDF
Moneda SA Administradora General de Fondos Las Condes, Santiago, Chile $123M AUM 24.42% 1-Year Est. Return

Evoke Wealth's BSBR Position: Q4 2022 in Review

Evoke Wealth sold out of Santander (BSBR) in Q4 2022, closing a stake of 623 shares — an estimated $4K sold.

Evoke Wealth first reported a position in BSBR in Q3 2020 and held it in 9 quarters. The position peaked at $6K in Q2 2021. 93 funds tracked by Wall St. Rank hold BSBR as of Q4 2022.

  • Evoke Wealth reported no remaining Santander position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 623 Santander shares in Q4 2022, an estimated $4K.
  • Evoke Wealth first reported a position in Santander in Q3 2020 and held it in 9 quarters.
  • Evoke Wealth's Santander position peaked at $6K in Q2 2021.
  • 93 funds tracked by Wall St. Rank held Santander as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.