Financial Gravity Asset Management’s Banco Santander SAN Stock Holding History

Financial Gravity Asset 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 Q2	–	Sell	-7	Closed	-$34	–	1724
2024 Q1	$34	Sell	7 -558	-99%	-$2.33K	﹤0.01%	1071
2023 Q4	$2.34K	Buy	+565	New	+$2.21K	﹤0.01%	700
2020 Q4	$0	Buy	+6	New	+$15	﹤0.01%	644
2019 Q4	$4K	Sell	169 -27	-14%	-$105	﹤0.01%	1292
2019 Q3	$1K	Sell	196 -275	-58%	-$1.09K	﹤0.01%	1099
2019 Q2	$2K	Sell	471 -167	-26%	-$750	﹤0.01%	938
2019 Q1	$3K	Buy	+638	New	+$2.91K	﹤0.01%	866
2018 Q3	$1K	Sell	171 -50	-23%	-$252	﹤0.01%	1231
2018 Q2	$1K	Sell	221 -83	-27%	-$485	﹤0.01%	1256
2018 Q1	$2K	Buy	+304	New	+$2.01K	﹤0.01%	999

Other funds holding SAN

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAM

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

Financial Gravity Asset Management's SAN Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Banco Santander (SAN) in Q2 2024, closing a stake of 7 shares — an estimated $34 sold.

Financial Gravity Asset Management first reported a position in SAN in Q1 2018 and held it in 10 quarters. The position peaked at $4K in Q4 2019. 396 funds tracked by Wall St. Rank hold SAN as of Q2 2024.

Financial Gravity Asset Management reported no remaining Banco Santander position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 7 Banco Santander shares in Q2 2024, an estimated $34.
Financial Gravity Asset Management first reported a position in Banco Santander in Q1 2018 and held it in 10 quarters.
Financial Gravity Asset Management's Banco Santander position peaked at $4K in Q4 2019.
396 funds tracked by Wall St. Rank held Banco Santander as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.