Sutton Wealth Advisors’s Banco Santander SAN Stock Holding History

Sutton Wealth 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	$22.3K	Hold	5,930	–	–	0.01%	344
2023 Q2	$22K	Buy	+5,930	New	+$21K	0.01%	340
2018 Q1	–	Sell	-179	Closed	-$1.13K	–	1145
2017 Q4	$1.13K	Buy	179 +1	+0.6%	+$6	﹤0.01%	1001
2017 Q3	$1.19K	Buy	+178	New	+$1.14K	﹤0.01%	987

Other funds holding SAN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley 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 $6.48B AUM 18.36% 1-Year Est. Return

Goldman Sachs New York $871B 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 $289B AUM 33.63% 1-Year Est. Return

Sutton Wealth Advisors's SAN Position: Q3 2023 in Review

Sutton Wealth Advisors held its Banco Santander (SAN) position steady in Q3 2023 at 5,930 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #344.

Sutton Wealth Advisors first reported a position in SAN in Q3 2017 and has held it in 4 quarters since. 337 funds tracked by Wall St. Rank hold SAN as of Q3 2023.

Sutton Wealth Advisors held 5,930 shares of Banco Santander worth $22.3K as of Q3 2023.
Sutton Wealth Advisors left its Banco Santander share count unchanged in Q3 2023.
Banco Santander made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #344 holding.
Sutton Wealth Advisors first reported a position in Banco Santander in Q3 2017 and has held it in 4 quarters since.
337 funds tracked by Wall St. Rank held Banco Santander as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.