TWA
SAN icon

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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return