Regal Investment Advisors’s Banco Santander SAN Stock Holding History

Regal 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
2023 Q3	–	Sell	-10,823	Closed	-$40.2K	–	530
2023 Q2	$40.2K	Hold	10,823	–	–	﹤0.01%	507
2023 Q1	$39.9K	Sell	10,823 -254	-2%	-$904	﹤0.01%	510
2022 Q4	$32.7K	Hold	11,077	–	–	﹤0.01%	487
2022 Q3	$26K	Hold	11,077	–	–	﹤0.01%	474
2022 Q2	$31K	Hold	11,077	–	–	﹤0.01%	495
2022 Q1	$37K	Sell	11,077 -132	-1%	-$462	﹤0.01%	525
2021 Q4	$37K	Buy	+11,209	New	+$39.4K	﹤0.01%	534
2015 Q4	–	Sell	-2,124	Closed	-$10K	–	755
2015 Q3	$10K	Sell	2,124 -1,107	-34%	-$6.72K	﹤0.01%	695
2015 Q2	$21K	Buy	3,231 +23	+0.7%	+$160	0.01%	549
2015 Q1	$23K	Sell	3,208 -48	-1%	-$325	0.01%	543
2014 Q4	$25K	Sell	3,256 -50	-2%	-$402	0.01%	499
2014 Q3	$29K	Buy	3,306 +21	+0.6%	+$189	0.01%	492
2014 Q2	$31K	Sell	3,285 -540	-14%	-$4.96K	0.01%	471
2014 Q1	$33K	Buy	3,825 +302	+9%	+$2.47K	0.01%	427
2013 Q4	$29K	Buy	+3,523	New	+$28K	0.02%	383

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

Regal Investment Advisors's SAN Position: Q3 2023 in Review

Regal Investment Advisors sold out of Banco Santander (SAN) in Q3 2023, closing a stake of 10,823 shares — an estimated $40.2K sold.

Regal Investment Advisors first reported a position in SAN in Q4 2013 and held it in 15 quarters. The position peaked at $40.2K in Q2 2023. 337 funds tracked by Wall St. Rank hold SAN as of Q3 2023.

Regal Investment Advisors reported no remaining Banco Santander position as of Q3 2023 after selling out during the quarter.
Regal Investment Advisors sold 10,823 Banco Santander shares in Q3 2023, an estimated $40.2K.
Regal Investment Advisors first reported a position in Banco Santander in Q4 2013 and held it in 15 quarters.
Regal Investment Advisors's Banco Santander position peaked at $40.2K in Q2 2023.
337 funds tracked by Wall St. Rank held Banco Santander as of Q3 2023.

Based on Regal Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.