Polaris Wealth Advisory Group’s Banco Santander SAN Stock Holding History

Polaris Wealth Advisory Group’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	$3.24M	Buy	+860,885	New	+$3.26M	0.25%	91

Other funds holding SAN

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Polaris Wealth Advisory Group's SAN Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in Banco Santander (SAN) in Q3 2023: 860,885 shares worth $3.24M. The stake represents 0.25% of the portfolio and ranks #91 among its holdings.

337 funds tracked by Wall St. Rank hold SAN as of Q3 2023.

Polaris Wealth Advisory Group held 860,885 shares of Banco Santander worth $3.24M as of Q3 2023.
Banco Santander was a new Polaris Wealth Advisory Group position in Q3 2023.
Banco Santander made up 0.25% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #91 holding.
337 funds tracked by Wall St. Rank held Banco Santander as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.