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Waldron Private Wealth’s Banco Santander SAN Stock Holding History

Waldron Private Wealth’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
2025
Q1 		– Sell
-28,890
Closed -$132K – 405
2024
Q4 		$132K Buy
28,890
+14,566
+102% +$70K 0.01% 405
2024
Q3 		$73.1K Buy
14,324
+1,937
+16% +$9.31K ﹤0.01% 426
2024
Q2 		$57.4K Buy
12,387
+664
+6% +$3.27K ﹤0.01% 409
2024
Q1 		$56.7K Sell
11,723
-1,814
-13% -$7.58K ﹤0.01% 416
2023
Q4 		$56K Buy
+13,537
New +$53K ﹤0.01% 405
2023
Q2 		– Sell
-10,770
Closed -$39.7K – 418
2023
Q1 		$39.7K Buy
+10,770
New +$38.3K ﹤0.01% 409

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MIP
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Morgan Stanley
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return