SW
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Simplicity Wealth’s Banco Santander SAN Stock Holding History

Simplicity Wealth’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
-30,127
Closed -$139K – 1065
2024
Q2 		$139K Sell
30,127
-37
-0.1% -$182 ﹤0.01% 1148
2024
Q1 		$146K Buy
+30,164
New +$126K ﹤0.01% 1091

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

Simplicity Wealth's SAN Position: Q3 2024 in Review

Simplicity Wealth sold out of Banco Santander (SAN) in Q3 2024, closing a stake of 30,127 shares — an estimated $139K sold.

Simplicity Wealth first reported a position in SAN in Q1 2024 and held it in 2 quarters. The position peaked at $146K in Q1 2024. 397 funds tracked by Wall St. Rank hold SAN as of Q3 2024.

  • Simplicity Wealth reported no remaining Banco Santander position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 30,127 Banco Santander shares in Q3 2024, an estimated $139K.
  • Simplicity Wealth first reported a position in Banco Santander in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Banco Santander position peaked at $146K in Q1 2024.
  • 397 funds tracked by Wall St. Rank held Banco Santander as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.