HWA
SAN icon

HHM Wealth Advisors’s Banco Santander SAN Stock Holding History

HHM Wealth Advisors’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
2024
Q2 		– Sell
-1,918
Closed -$9.28K – 850
2024
Q1 		$9.28K Hold
1,918
– – ﹤0.01% 534
2023
Q4 		$7.94K Hold
1,918
– – ﹤0.01% 552
2023
Q3 		$7.21K Hold
1,918
– – ﹤0.01% 567
2023
Q2 		$7.12K Hold
1,918
– – ﹤0.01% 602
2023
Q1 		$7.08K Sell
1,918
-684
-26% -$2.44K ﹤0.01% 581
2022
Q4 		$7.68K Sell
2,602
-827
-24% -$2.26K ﹤0.01% 486
2022
Q3 		$8K Buy
3,429
+746
+28% +$1.87K ﹤0.01% 472
2022
Q2 		$12K Buy
+2,683
New +$8.2K ﹤0.01% 508

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

HHM Wealth Advisors's SAN Position: Q2 2024 in Review

HHM Wealth Advisors sold out of Banco Santander (SAN) in Q2 2024, closing a stake of 1,918 shares — an estimated $9.28K sold.

HHM Wealth Advisors first reported a position in SAN in Q2 2022 and held it in 8 quarters. The position peaked at $12K in Q2 2022. 396 funds tracked by Wall St. Rank hold SAN as of Q2 2024.

  • HHM Wealth Advisors reported no remaining Banco Santander position as of Q2 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,918 Banco Santander shares in Q2 2024, an estimated $9.28K.
  • HHM Wealth Advisors first reported a position in Banco Santander in Q2 2022 and held it in 8 quarters.
  • HHM Wealth Advisors's Banco Santander position peaked at $12K in Q2 2022.
  • 396 funds tracked by Wall St. Rank held Banco Santander as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.