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Moran Wealth Management’s Banco Santander SAN Stock Holding History

Moran 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
2023
Q3 		– Sell
-30,612
Closed -$114K – 418
2023
Q2 		$114K Sell
30,612
-14,175
-32% -$50.1K ﹤0.01% 373
2023
Q1 		$165K Buy
+44,787
New +$159K 0.01% 351

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Moran Wealth Management's SAN Position: Q3 2023 in Review

Moran Wealth Management sold out of Banco Santander (SAN) in Q3 2023, closing a stake of 30,612 shares — an estimated $114K sold.

Moran Wealth Management first reported a position in SAN in Q1 2023 and held it in 2 quarters. The position peaked at $165K in Q1 2023. 337 funds tracked by Wall St. Rank hold SAN as of Q3 2023.

  • Moran Wealth Management reported no remaining Banco Santander position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 30,612 Banco Santander shares in Q3 2023, an estimated $114K.
  • Moran Wealth Management first reported a position in Banco Santander in Q1 2023 and held it in 2 quarters.
  • Moran Wealth Management's Banco Santander position peaked at $165K in Q1 2023.
  • 337 funds tracked by Wall St. Rank held Banco Santander as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.