FIM
BSMX

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

Freedom Investment 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
-10,105
Closed -$68.4K – 796
2023
Q1 		$68.4K Sell
10,105
-193,987
-95% -$1.25M 0.01% 687
2022
Q4 		$1.23M Buy
+204,092
New +$1.18M 0.14% 207
2018
Q2 		– Sell
-33,884
Closed -$243K – 1175
2018
Q1 		$243K Buy
33,884
+872
+3% +$6.44K 0.01% 963
2017
Q4 		$241K Sell
33,012
-6,430
-16% -$53.7K 0.01% 971
2017
Q3 		$398K Sell
39,442
-226
-0.6% -$2.32K 0.02% 695
2017
Q2 		$382K Buy
39,668
+1,161
+3% +$10.7K 0.02% 679
2017
Q1 		$348K Sell
38,507
-10,395
-21% -$79K 0.02% 687
2016
Q4 		$352K Sell
48,902
-11,832
-19% -$95.2K 0.02% 623
2016
Q3 		$534K Sell
60,734
-10,738
-15% -$99.5K 0.03% 426
2016
Q2 		$650K Sell
71,472
-14,096
-16% -$125K 0.04% 341
2016
Q1 		$773K Sell
85,568
-2,799
-3% -$22.4K 0.06% 273
2015
Q4 		$766K Buy
88,367
+66,058
+296% +$579K 0.06% 272
2015
Q3 		$505K Sell
22,309
-24,842
-53% -$206K 0.05% 318
2015
Q2 		$431K Buy
47,151
+6,153
+15% +$61.7K 0.04% 386
2015
Q1 		$448K Buy
+40,998
New +$439K 0.05% 344

Other funds holding BSMX

KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Freedom Investment Management's BSMX Position: Q2 2023 in Review

Freedom Investment 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 10,105 shares — an estimated $68.4K sold.

Freedom Investment Management first reported a position in BSMX in Q1 2015 and held it in 15 quarters. The position peaked at $1.23M in Q4 2022. 9 funds tracked by Wall St. Rank hold BSMX as of Q2 2023.

  • Freedom Investment 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.
  • Freedom Investment Management sold 10,105 Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México shares in Q2 2023, an estimated $68.4K.
  • Freedom Investment Management first reported a position in Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México in Q1 2015 and held it in 15 quarters.
  • Freedom Investment Management's Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position peaked at $1.23M in Q4 2022.
  • 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 Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.