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JWCA
J.W. Cole Advisors’s
Banco Santander
SAN
Stock Holding History
J.W. Cole Advisors’s Portfolio
SAN Stock Details
SAN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-13,560
Closed
-$61.8K
–
1336
2024
Q4
$61.8K
Sell
13,560
-4,243
-24%
-$20.4K
﹤0.01%
941
2024
Q3
$90.8K
Hold
17,803
–
–
﹤0.01%
923
2024
Q2
$82.4K
Buy
17,803
+1,348
+8%
+$6.64K
﹤0.01%
877
2024
Q1
$79.6K
Sell
16,455
-5,761
-26%
-$24.1K
﹤0.01%
865
2023
Q4
$92K
Buy
22,216
+420
+2%
+$1.64K
0.01%
796
2023
Q3
$82K
Sell
21,796
-1,459
-6%
-$5.53K
0.01%
716
2023
Q2
$86.3K
Sell
23,255
-5,536
-19%
-$19.6K
0.01%
736
2023
Q1
$106K
Buy
28,791
+10,000
+53%
+$35.6K
0.01%
752
2022
Q4
$55.4K
Sell
18,791
-961
-5%
-$2.62K
﹤0.01%
728
2022
Q3
$46K
Buy
19,752
+5,364
+37%
+$13.4K
﹤0.01%
710
2022
Q2
$40K
Buy
14,388
+1,089
+8%
+$3.33K
﹤0.01%
724
2022
Q1
$45K
Buy
13,299
+703
+6%
+$2.46K
﹤0.01%
798
2021
Q4
$41K
Buy
12,596
+376
+3%
+$1.32K
﹤0.01%
828
2021
Q3
$44K
Hold
12,220
–
–
﹤0.01%
471
2021
Q2
$48K
Buy
12,220
+489
+4%
+$1.9K
﹤0.01%
729
2021
Q1
$40K
Hold
11,731
–
–
﹤0.01%
660
2020
Q4
$36K
Sell
11,731
-4,753
-29%
-$12K
﹤0.01%
626
2020
Q3
$29K
Buy
16,484
+3,212
+24%
+$6.9K
﹤0.01%
755
2020
Q2
$31K
Buy
+13,272
New
+$29K
﹤0.01%
302
Other funds holding SAN
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
MIP
Mondrian Investment Partners
London, United Kingdom
$6.69B AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
Chevy Chase Trust
Bethesda, Maryland
$34.7B AUM
29.45%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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