Glassman Wealth Services’s Santander BSBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-597
Closed -$3.91K 444
2023
Q4
$3.91K Buy
597
+42
+8% +$247 ﹤0.01% 1143
2023
Q3
$2.85K Hold
555
﹤0.01% 1228
2023
Q2
$3.53K Hold
555
﹤0.01% 1090
2023
Q1
$2.95K Sell
555
-274
-33% -$1.48K ﹤0.01% 1141
2022
Q4
$4.47K Buy
829
+274
+49% +$1.5K ﹤0.01% 1046
2022
Q3
$3K Sell
555
-274
-33% -$1.54K ﹤0.01% 1108
2022
Q2
$5K Hold
829
﹤0.01% 987
2022
Q1
$6K Buy
829
+274
+49% +$1.71K ﹤0.01% 950
2021
Q4
$3K Sell
555
-24
-4% -$145 ﹤0.01% 1082
2021
Q3
$4K Hold
579
﹤0.01% 1007
2021
Q2
$5K Hold
579
﹤0.01% 902
2021
Q1
$4K Hold
579
﹤0.01% 911
2020
Q4
$5K Buy
+579
New +$3.83K ﹤0.01% 857

Other funds holding BSBR

Glassman Wealth Services's BSBR Position: Q1 2024 in Review

Glassman Wealth Services sold out of Santander (BSBR) in Q1 2024, closing a stake of 597 shares — an estimated $3.91K sold.

Glassman Wealth Services first reported a position in BSBR in Q4 2020 and held it in 13 quarters. The position peaked at $6K in Q1 2022. 91 funds tracked by Wall St. Rank hold BSBR as of Q1 2024.

  • Glassman Wealth Services reported no remaining Santander position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 597 Santander shares in Q1 2024, an estimated $3.91K.
  • Glassman Wealth Services first reported a position in Santander in Q4 2020 and held it in 13 quarters.
  • Glassman Wealth Services's Santander position peaked at $6K in Q1 2022.
  • 91 funds tracked by Wall St. Rank held Santander as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.