Western Wealth Management’s Banco Santander SAN Stock Holding History

Western Wealth Management’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 Q4	–	Sell	-13,941	Closed	-$33K	–	766
2022 Q3	$33K	Buy	+13,941	New	+$34.9K	﹤0.01%	797
2021 Q2	$45K	Buy	11,589 +922	+9%	+$3.58K	﹤0.01%	618
2021 Q1	$37K	Buy	+10,667	New	+$36.2K	0.01%	512

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

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

TAM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Western Wealth Management's SAN Position: Q4 2022 in Review

Western Wealth Management sold out of Banco Santander (SAN) in Q4 2022, closing a stake of 13,941 shares — an estimated $33K sold.

Western Wealth Management first reported a position in SAN in Q1 2021 and held it in 3 quarters. The position peaked at $45K in Q2 2021. 302 funds tracked by Wall St. Rank hold SAN as of Q4 2022.

Western Wealth Management reported no remaining Banco Santander position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 13,941 Banco Santander shares in Q4 2022, an estimated $33K.
Western Wealth Management first reported a position in Banco Santander in Q1 2021 and held it in 3 quarters.
Western Wealth Management's Banco Santander position peaked at $45K in Q2 2021.
302 funds tracked by Wall St. Rank held Banco Santander as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.