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Pacific Capital Wealth Advisors’s Banco Santander SAN Stock Holding History

Pacific Capital Wealth 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
Q3 		– Sell
-1,297
Closed -$6K – 587
2024
Q2 		$6K Buy
+1,297
New +$6.39K ﹤0.01% 368

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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

Pacific Capital Wealth Advisors's SAN Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Banco Santander (SAN) in Q3 2024, closing a stake of 1,297 shares — an estimated $6K sold.

Pacific Capital Wealth Advisors first reported a position in SAN in Q2 2024 and held it in 1 quarter. The position peaked at $6K in Q2 2024. 397 funds tracked by Wall St. Rank hold SAN as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Banco Santander position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1,297 Banco Santander shares in Q3 2024, an estimated $6K.
  • Pacific Capital Wealth Advisors first reported a position in Banco Santander in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Banco Santander position peaked at $6K in Q2 2024.
  • 397 funds tracked by Wall St. Rank held Banco Santander as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.