Wealthspire Advisors (Maryland)’s Banco Santander SAN Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	$38K	Buy	+21,649	New	+$46.5K	﹤0.01%	477
2019 Q2	–	Sell	-6,260	Closed	-$28K	–	1705
2019 Q1	$28K	Sell	6,260 -655	-9%	-$2.99K	﹤0.01%	1142
2018 Q4	$30K	Sell	6,915 -597	-8%	-$2.71K	﹤0.01%	1058
2018 Q3	$36K	Sell	7,512 -754	-9%	-$3.79K	﹤0.01%	1081
2018 Q2	$42K	Sell	8,266 -984	-11%	-$5.75K	﹤0.01%	1049
2018 Q1	$58K	Hold	9,250	–	–	0.01%	923
2017 Q4	$58K	Buy	9,250 +822	+10%	+$5.19K	0.01%	942
2017 Q3	$56K	Buy	8,428 +152	+2%	+$970	0.01%	930
2017 Q2	$53K	Buy	8,276 +298	+4%	+$1.85K	0.01%	933
2017 Q1	$46K	Buy	7,978 +6,018	+307%	+$32.4K	0.01%	827
2016 Q4	$10K	Buy	+1,960	New	+$8.91K	﹤0.01%	1230

Other funds holding SAN

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

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

MIP

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PPA

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

BGIM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SAN Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Banco Santander (SAN) in Q3 2020: 21,649 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in SAN as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in SAN in Q4 2016 and has held it in 11 quarters since. The position peaked at $58K in Q1 2018. 272 funds tracked by Wall St. Rank hold SAN as of Q3 2020.

Wealthspire Advisors (Maryland) held 21,649 shares of Banco Santander worth $38K as of Q3 2020.
Banco Santander was a new Wealthspire Advisors (Maryland) position in Q3 2020.
Banco Santander made up ﹤0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #477 holding.
Wealthspire Advisors (Maryland) first reported a position in Banco Santander in Q4 2016 and has held it in 11 quarters since.
Wealthspire Advisors (Maryland)'s Banco Santander position peaked at $58K in Q1 2018.
272 funds tracked by Wall St. Rank held Banco Santander as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.