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Wagner Wealth Management (South Carolina)’s Banco Santander SAN Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		– Sell
-521
Closed -$1K – 764
2022
Q2 		$1K Buy
+521
New +$1.59K ﹤0.01% 676
2022
Q1 		– Sell
-521
Closed -$2K – 577
2021
Q4 		$2K Hold
521
– – ﹤0.01% 639
2021
Q3 		$2K Hold
521
– – ﹤0.01% 607
2021
Q2 		$2K Hold
521
– – ﹤0.01% 642
2021
Q1 		$2K Buy
+521
New +$1.77K ﹤0.01% 608

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SAN Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Banco Santander (SAN) in Q3 2022, closing a stake of 521 shares — an estimated $1K sold.

Wagner Wealth Management (South Carolina) first reported a position in SAN in Q1 2021 and held it in 5 quarters. The position peaked at $2K in Q4 2021. 288 funds tracked by Wall St. Rank hold SAN as of Q3 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Banco Santander position as of Q3 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 521 Banco Santander shares in Q3 2022, an estimated $1K.
  • Wagner Wealth Management (South Carolina) first reported a position in Banco Santander in Q1 2021 and held it in 5 quarters.
  • Wagner Wealth Management (South Carolina)'s Banco Santander position peaked at $2K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held Banco Santander as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.