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RIA
Regal Investment Advisors’s
Banco Santander
SAN
Stock Holding History
Regal Investment Advisors’s Portfolio
SAN Stock Details
SAN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-10,823
Closed
-$40.2K
–
531
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
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$295B AUM
31.6%
1-Year Est. Return
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New York
$1.66T AUM
25.57%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
MIP
Mondrian Investment Partners
London, United Kingdom
$6.69B AUM
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
CIBC Private Wealth Group
Atlanta, Georgia
$59.2B AUM
20.62%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Optiver Holding
Amsterdam, Netherlands
$2.64B AUM
33.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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