Wealth Architects’s Banco Santander SAN Stock Holding History

Wealth Architects’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
2020 Q2	–	Sell	-15,871	Closed	-$36K	–	150
2020 Q1	$36K	Buy	+15,871	New	+$54.4K	0.01%	125

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Wealth Architects's SAN Position: Q2 2020 in Review

Wealth Architects sold out of Banco Santander (SAN) in Q2 2020, closing a stake of 15,871 shares — an estimated $36K sold.

Wealth Architects first reported a position in SAN in Q1 2020 and held it in 1 quarter. The position peaked at $36K in Q1 2020. 276 funds tracked by Wall St. Rank hold SAN as of Q2 2020.

Wealth Architects reported no remaining Banco Santander position as of Q2 2020 after selling out during the quarter.
Wealth Architects sold 15,871 Banco Santander shares in Q2 2020, an estimated $36K.
Wealth Architects first reported a position in Banco Santander in Q1 2020 and held it in 1 quarter.
Wealth Architects's Banco Santander position peaked at $36K in Q1 2020.
276 funds tracked by Wall St. Rank held Banco Santander as of Q2 2020.

Based on Wealth Architects's 13F filing for Q2 2020, filed 14 Aug 2020.