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 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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

TAM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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. 289 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.
289 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.