Moneta Group Investment Advisors’s Banco Santander SAN Stock Holding History

Moneta Group Investment 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 Q1	–	Sell	-10,558	Closed	-$43.7K	–	627
2023 Q4	$43.7K	Buy	+10,558	New	+$41.3K	﹤0.01%	555
2015 Q4	–	Sell	-4,537	Closed	-$23K	–	355
2015 Q3	$23K	Buy	+4,537	New	+$27.5K	0.01%	306

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

GAM

Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return

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

Moneta Group Investment Advisors's SAN Position: Q1 2024 in Review

Moneta Group Investment Advisors sold out of Banco Santander (SAN) in Q1 2024, closing a stake of 10,558 shares — an estimated $43.7K sold.

Moneta Group Investment Advisors first reported a position in SAN in Q3 2015 and held it in 2 quarters. The position peaked at $43.7K in Q4 2023. 380 funds tracked by Wall St. Rank hold SAN as of Q1 2024.

Moneta Group Investment Advisors reported no remaining Banco Santander position as of Q1 2024 after selling out during the quarter.
Moneta Group Investment Advisors sold 10,558 Banco Santander shares in Q1 2024, an estimated $43.7K.
Moneta Group Investment Advisors first reported a position in Banco Santander in Q3 2015 and held it in 2 quarters.
Moneta Group Investment Advisors's Banco Santander position peaked at $43.7K in Q4 2023.
380 funds tracked by Wall St. Rank held Banco Santander as of Q1 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2024, filed 13 Aug 2024.