Tyler-Stone Wealth Management’s Banco Santander SAN Stock Holding History

Tyler-Stone Wealth Management’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
2024 Q3	–	Sell	-46	Closed	-$213	–	814
2024 Q2	$213	Hold	46	–	–	﹤0.01%	951
2024 Q1	$223	Hold	46	–	–	﹤0.01%	937
2023 Q4	$190	Hold	46	–	–	﹤0.01%	924
2023 Q3	$0	Hold	46	–	–	﹤0.01%	946
2023 Q2	$0	Buy	+46	New	+$163	﹤0.01%	911
2022 Q4	$0	Hold	46	–	–	﹤0.01%	901
2022 Q3	$0	Buy	46 +43	+1,433%	+$108	﹤0.01%	896
2022 Q2	$0	Hold	3	–	–	﹤0.01%	905
2022 Q1	$0	Hold	3	–	–	﹤0.01%	932
2021 Q4	$0	Buy	+3	New	+$11	﹤0.01%	930

Other funds holding SAN

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

MIP

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAM

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

Tyler-Stone Wealth Management's SAN Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Banco Santander (SAN) in Q3 2024, closing a stake of 46 shares — an estimated $213 sold.

Tyler-Stone Wealth Management first reported a position in SAN in Q4 2021 and held it in 10 quarters. The position peaked at $223 in Q1 2024. 397 funds tracked by Wall St. Rank hold SAN as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Banco Santander position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 46 Banco Santander shares in Q3 2024, an estimated $213.
Tyler-Stone Wealth Management first reported a position in Banco Santander in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Banco Santander position peaked at $223 in Q1 2024.
397 funds tracked by Wall St. Rank held Banco Santander as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.