Harvest Group Wealth Management’s Banco Santander SAN Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-1,281	Closed	-$4K	–	577
2020 Q4	$4K	Hold	1,281	–	–	﹤0.01%	280
2020 Q3	$2K	Hold	1,281	–	–	﹤0.01%	373
2020 Q2	$2K	Hold	1,281	–	–	﹤0.01%	324
2020 Q1	$2K	Hold	1,281	–	–	﹤0.01%	324
2019 Q4	$5K	Hold	1,281	–	–	﹤0.01%	384
2019 Q3	$5K	Hold	1,281	–	–	0.01%	423
2019 Q2	$5K	Sell	1,281 -7,287	-85%	-$32.7K	0.01%	358
2019 Q1	$38K	Buy	+8,568	New	+$39.1K	0.03%	104
2018 Q2	–	Sell	-10,720	Closed	-$67K	–	42
2018 Q1	$67K	Sell	10,720 -176	-2%	-$1.17K	0.05%	43
2017 Q4	$68K	Buy	+10,896	New	+$68.9K	0.04%	45

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Harvest Group Wealth Management's SAN Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Banco Santander (SAN) in Q1 2021, closing a stake of 1,281 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in SAN in Q4 2017 and held it in 10 quarters. The position peaked at $68K in Q4 2017. 307 funds tracked by Wall St. Rank hold SAN as of Q1 2021.

Harvest Group Wealth Management reported no remaining Banco Santander position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 1,281 Banco Santander shares in Q1 2021, an estimated $4K.
Harvest Group Wealth Management first reported a position in Banco Santander in Q4 2017 and held it in 10 quarters.
Harvest Group Wealth Management's Banco Santander position peaked at $68K in Q4 2017.
307 funds tracked by Wall St. Rank held Banco Santander as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.