RPg Family Wealth Advisory’s Banco Santander SAN Stock Holding History

RPg Family Wealth Advisory’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
2022 Q2	–	Sell	-63	Closed	-$213	–	276
2022 Q1	$213	Buy	+63	New	+$221	﹤0.01%	348
2017 Q1	–	Sell	-2,563	Closed	-$12.7K	–	324
2016 Q4	$12.7K	Buy	+2,563	New	+$11.7K	0.01%	236
2016 Q2	–	Sell	-2,489	Closed	-$10.4K	–	280
2016 Q1	$10.4K	Buy	+2,489	New	+$10.2K	0.01%	250

Other funds holding SAN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

RPg Family Wealth Advisory's SAN Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Banco Santander (SAN) in Q2 2022, closing a stake of 63 shares — an estimated $213 sold.

RPg Family Wealth Advisory first reported a position in SAN in Q1 2016 and held it in 3 quarters. The position peaked at $12.7K in Q4 2016. 311 funds tracked by Wall St. Rank hold SAN as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Banco Santander position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 63 Banco Santander shares in Q2 2022, an estimated $213.
RPg Family Wealth Advisory first reported a position in Banco Santander in Q1 2016 and held it in 3 quarters.
RPg Family Wealth Advisory's Banco Santander position peaked at $12.7K in Q4 2016.
311 funds tracked by Wall St. Rank held Banco Santander as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.