IHWM
SAN icon

Iron Horse Wealth Management’s Banco Santander SAN Stock Holding History

Iron Horse 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
2022
Q2 		– Sell
-11,654
Closed -$39K – 306
2022
Q1 		$39K Buy
+11,654
New +$40.8K 0.02% 82

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Iron Horse Wealth Management's SAN Position: Q2 2022 in Review

Iron Horse Wealth Management sold out of Banco Santander (SAN) in Q2 2022, closing a stake of 11,654 shares — an estimated $39K sold.

Iron Horse Wealth Management first reported a position in SAN in Q1 2022 and held it in 1 quarter. The position peaked at $39K in Q1 2022. 311 funds tracked by Wall St. Rank hold SAN as of Q2 2022.

  • Iron Horse Wealth Management reported no remaining Banco Santander position as of Q2 2022 after selling out during the quarter.
  • Iron Horse Wealth Management sold 11,654 Banco Santander shares in Q2 2022, an estimated $39K.
  • Iron Horse Wealth Management first reported a position in Banco Santander in Q1 2022 and held it in 1 quarter.
  • Iron Horse Wealth Management's Banco Santander position peaked at $39K in Q1 2022.
  • 311 funds tracked by Wall St. Rank held Banco Santander as of Q2 2022.

Based on Iron Horse Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.