TCWP’s Banco Santander SAN Stock Holding History

TCWP’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
2022 Q2	–	Sell	-1,631	Closed	-$5K	–	1449
2022 Q1	$5K	Buy	+1,631	New	+$5.71K	﹤0.01%	1070

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TCWP's SAN Position: Q2 2022 in Review

TCWP sold out of Banco Santander (SAN) in Q2 2022, closing a stake of 1,631 shares — an estimated $5K sold.

TCWP first reported a position in SAN in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 311 funds tracked by Wall St. Rank hold SAN as of Q2 2022.

TCWP reported no remaining Banco Santander position as of Q2 2022 after selling out during the quarter.
TCWP sold 1,631 Banco Santander shares in Q2 2022, an estimated $5K.
TCWP first reported a position in Banco Santander in Q1 2022 and held it in 1 quarter.
TCWP's Banco Santander position peaked at $5K in Q1 2022.
311 funds tracked by Wall St. Rank held Banco Santander as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.