Liberty Wealth Management’s Banco Santander SAN Stock Holding History

Liberty 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
2021 Q4	–	Sell	-13,710	Closed	-$50K	–	906
2021 Q3	$50K	Buy	13,710 +6,765	+97%	+$25K	0.02%	426
2021 Q2	$27K	Buy	6,945 +6,940	+138,800%	+$26.9K	0.01%	446
2021 Q1	$0	Hold	5	–	–	﹤0.01%	1029
2020 Q4	$0	Buy	+5	New	+$13	﹤0.01%	1055
2019 Q2	–	Sell	-5,800	Closed	-$25K	–	942
2019 Q1	$25K	Buy	5,800 +44	+0.8%	+$201	0.02%	315
2018 Q4	$24K	Buy	+5,756	New	+$26.1K	0.02%	297

Other funds holding SAN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Liberty Wealth Management's SAN Position: Q4 2021 in Review

Liberty Wealth Management sold out of Banco Santander (SAN) in Q4 2021, closing a stake of 13,710 shares — an estimated $50K sold.

Liberty Wealth Management first reported a position in SAN in Q4 2018 and held it in 6 quarters. The position peaked at $50K in Q3 2021. 322 funds tracked by Wall St. Rank hold SAN as of Q4 2021.

Liberty Wealth Management reported no remaining Banco Santander position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 13,710 Banco Santander shares in Q4 2021, an estimated $50K.
Liberty Wealth Management first reported a position in Banco Santander in Q4 2018 and held it in 6 quarters.
Liberty Wealth Management's Banco Santander position peaked at $50K in Q3 2021.
322 funds tracked by Wall St. Rank held Banco Santander as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.