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Financial Advocates Investment Management’s Banco Santander SAN Stock Holding History

Financial Advocates Investment 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
2024
Q4 		– Sell
-17,632
Closed -$89.9K – 806
2024
Q3 		$89.9K Buy
17,632
+1,000
+6% +$4.81K 0.01% 744
2024
Q2 		$77K Buy
+16,632
New +$81.9K ﹤0.01% 719

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Advocates Investment Management's SAN Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Banco Santander (SAN) in Q4 2024, closing a stake of 17,632 shares — an estimated $89.9K sold.

Financial Advocates Investment Management first reported a position in SAN in Q2 2024 and held it in 2 quarters. The position peaked at $89.9K in Q3 2024. 408 funds tracked by Wall St. Rank hold SAN as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining Banco Santander position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 17,632 Banco Santander shares in Q4 2024, an estimated $89.9K.
  • Financial Advocates Investment Management first reported a position in Banco Santander in Q2 2024 and held it in 2 quarters.
  • Financial Advocates Investment Management's Banco Santander position peaked at $89.9K in Q3 2024.
  • 408 funds tracked by Wall St. Rank held Banco Santander as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.