Global Wealth Management Investment Advisory’s Banco Santander SAN Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q4	–	Sell	-767	Closed	-$1K	–	487
2020 Q3	$1K	Hold	767	–	–	﹤0.01%	431
2020 Q2	$2K	Sell	767 -1,190	-61%	-$2.6K	﹤0.01%	528
2020 Q1	$4K	Buy	1,957 +1,644	+525%	+$5.64K	﹤0.01%	442
2019 Q4	$1K	Hold	313	–	–	﹤0.01%	571
2019 Q3	$1K	Buy	+313	New	+$1.24K	﹤0.01%	599

Other funds holding SAN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Global Wealth Management Investment Advisory's SAN Position: Q4 2020 in Review

Global Wealth Management Investment Advisory sold out of Banco Santander (SAN) in Q4 2020, closing a stake of 767 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in SAN in Q3 2019 and held it in 5 quarters. The position peaked at $4K in Q1 2020. 292 funds tracked by Wall St. Rank hold SAN as of Q4 2020.

Global Wealth Management Investment Advisory reported no remaining Banco Santander position as of Q4 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 767 Banco Santander shares in Q4 2020, an estimated $1K.
Global Wealth Management Investment Advisory first reported a position in Banco Santander in Q3 2019 and held it in 5 quarters.
Global Wealth Management Investment Advisory's Banco Santander position peaked at $4K in Q1 2020.
292 funds tracked by Wall St. Rank held Banco Santander as of Q4 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.