Summit Wealth Group’s Banco Santander SAN Stock Holding History

Summit Wealth 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
2021 Q3	–	Sell	-102	Closed	–	–	183
2021 Q2	$0	Hold	102	–	–	﹤0.01%	208
2021 Q1	$0	Buy	+102	New	+$346	﹤0.01%	205

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Summit Wealth Group's SAN Position: Q3 2021 in Review

Summit Wealth Group sold out of Banco Santander (SAN) in Q3 2021, closing a stake of 102 shares.

Summit Wealth Group first reported a position in SAN in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 314 funds tracked by Wall St. Rank hold SAN as of Q3 2021.

Summit Wealth Group reported no remaining Banco Santander position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 102 Banco Santander shares in Q3 2021.
Summit Wealth Group first reported a position in Banco Santander in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Banco Santander position peaked at $0 in Q2 2021.
314 funds tracked by Wall St. Rank held Banco Santander as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.