JWM
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Janiczek Wealth Management’s Banco Santander SAN Stock Holding History

Janiczek 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
2024
Q2 		$154K Sell
33,279
-2,973
-8% -$14.6K 0.03% 222
2024
Q1 		$175K Buy
36,252
+7,167
+25% +$29.9K 0.04% 197
2023
Q4 		$120K Buy
29,085
+1,767
+6% +$6.91K 0.03% 241
2023
Q3 		$103K Buy
27,318
+1,367
+5% +$5.18K 0.03% 241
2023
Q2 		$96.3K Buy
25,951
+1,214
+5% +$4.29K 0.03% 225
2023
Q1 		$97K Buy
24,737
+681
+3% +$2.42K 0.03% 221
2022
Q4 		$79.6K Sell
24,056
-1,437
-6% -$3.92K 0.02% 250
2022
Q3 		$62K Buy
25,493
+11,603
+84% +$29K 0.02% 275
2022
Q2 		$34K Sell
13,890
-27,270
-66% -$83.3K 0.01% 367
2022
Q1 		$139K Buy
41,160
+33,731
+454% +$118K 0.04% 161
2021
Q4 		$24K Buy
7,429
+202
+3% +$709 0.01% 446
2021
Q3 		$26K Buy
7,227
+3,986
+123% +$14.7K 0.01% 409
2021
Q2 		$13K Buy
3,241
+756
+30% +$2.93K ﹤0.01% 521
2021
Q1 		$9K Buy
2,485
+2,099
+544% +$7.11K ﹤0.01% 558
2020
Q4 		$1K Buy
+386
New +$977 ﹤0.01% 761

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

Janiczek Wealth Management's SAN Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Banco Santander (SAN) stake by 8.2% in Q2 2024, selling an estimated $14.6K and leaving 33,279 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #222.

Janiczek Wealth Management first reported a position in SAN in Q4 2020 and has held it in 15 quarters since. The position peaked at $175K in Q1 2024. 396 funds tracked by Wall St. Rank hold SAN as of Q2 2024.

  • Janiczek Wealth Management held 33,279 shares of Banco Santander worth $154K as of Q2 2024.
  • Janiczek Wealth Management sold 2,973 Banco Santander shares in Q2 2024, an estimated $14.6K.
  • Banco Santander made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #222 holding.
  • Janiczek Wealth Management first reported a position in Banco Santander in Q4 2020 and has held it in 15 quarters since.
  • Janiczek Wealth Management's Banco Santander position peaked at $175K in Q1 2024.
  • 396 funds tracked by Wall St. Rank held Banco Santander as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.