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IBEX Wealth Advisors’s Banco Santander SAN Stock Holding History

IBEX 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
Q4 		– Sell
-540,270
Closed -$11.9M – 227
2024
Q3 		$11.9M Buy
540,270
+535,875
+12,193% +$2.58M 3.25% 6
2024
Q2 		$20.3K Buy
+4,395
New +$21.6K ﹤0.01% 196
2019
Q3 		– Sell
-798
Closed -$3K – 331
2019
Q2 		$3K Buy
+798
New +$3.58K ﹤0.01% 392

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IBEX Wealth Advisors's SAN Position: Q4 2024 in Review

IBEX Wealth Advisors sold out of Banco Santander (SAN) in Q4 2024, closing a stake of 540,270 shares — an estimated $11.9M sold.

IBEX Wealth Advisors first reported a position in SAN in Q2 2019 and held it in 3 quarters. The position peaked at $11.9M in Q3 2024. 408 funds tracked by Wall St. Rank hold SAN as of Q4 2024.

  • IBEX Wealth Advisors reported no remaining Banco Santander position as of Q4 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 540,270 Banco Santander shares in Q4 2024, an estimated $11.9M.
  • IBEX Wealth Advisors first reported a position in Banco Santander in Q2 2019 and held it in 3 quarters.
  • IBEX Wealth Advisors's Banco Santander position peaked at $11.9M in Q3 2024.
  • 408 funds tracked by Wall St. Rank held Banco Santander as of Q4 2024.

Based on IBEX Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.