TCI Wealth Advisors’s Banco Santander SAN Stock Holding History

TCI 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 Q2	–	Sell	-974	Closed	-$3.6K	–	1849
2023 Q1	$3.6K	Buy	+974	New	+$3.47K	﹤0.01%	1743
2022 Q3	–	Sell	-617	Closed	-$2K	–	2539
2022 Q2	$2K	Buy	+617	New	+$1.89K	﹤0.01%	2040
2020 Q3	–	Sell	-898	Closed	-$2K	–	1646
2020 Q2	$2K	Buy	+898	New	+$1.96K	﹤0.01%	1118
2020 Q1	–	Sell	-799	Closed	-$3K	–	1724
2019 Q4	$3K	Buy	+799	New	+$3.1K	﹤0.01%	1049
2014 Q3	–	Sell	-544	Closed	-$5K	–	913
2014 Q2	$5K	Buy	+544	New	+$4.99K	﹤0.01%	596

Other funds holding SAN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

TCI Wealth Advisors's SAN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Banco Santander (SAN) in Q2 2023, closing a stake of 974 shares — an estimated $3.6K sold.

TCI Wealth Advisors first reported a position in SAN in Q2 2014 and held it in 5 quarters. The position peaked at $5K in Q2 2014. 319 funds tracked by Wall St. Rank hold SAN as of Q2 2023.

TCI Wealth Advisors reported no remaining Banco Santander position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 974 Banco Santander shares in Q2 2023, an estimated $3.6K.
TCI Wealth Advisors first reported a position in Banco Santander in Q2 2014 and held it in 5 quarters.
TCI Wealth Advisors's Banco Santander position peaked at $5K in Q2 2014.
319 funds tracked by Wall St. Rank held Banco Santander as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.