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Freedman Financial Associates’s Banco Santander SAN Stock Holding History

Freedman Financial Associates’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
2021
Q4 		– Sell
-626
Closed -$2K – 484
2021
Q3 		$2K Hold
626
– – ﹤0.01% 451
2021
Q2 		$2K Hold
626
– – ﹤0.01% 442
2021
Q1 		$2K Hold
626
– – ﹤0.01% 444
2020
Q4 		$2K Buy
+626
New +$1.58K ﹤0.01% 441

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MIP
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BGIM
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PPA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
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Freedman Financial Associates's SAN Position: Q4 2021 in Review

Freedman Financial Associates sold out of Banco Santander (SAN) in Q4 2021, closing a stake of 626 shares — an estimated $2K sold.

Freedman Financial Associates first reported a position in SAN in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 320 funds tracked by Wall St. Rank hold SAN as of Q4 2021.

  • Freedman Financial Associates reported no remaining Banco Santander position as of Q4 2021 after selling out during the quarter.
  • Freedman Financial Associates sold 626 Banco Santander shares in Q4 2021, an estimated $2K.
  • Freedman Financial Associates first reported a position in Banco Santander in Q4 2020 and held it in 4 quarters.
  • Freedman Financial Associates's Banco Santander position peaked at $2K in Q3 2021.
  • 320 funds tracked by Wall St. Rank held Banco Santander as of Q4 2021.

Based on Freedman Financial Associates's 13F filing for Q4 2021, filed 14 Jan 2022.