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WR Wealth Planners’s Banco Santander SAN Stock Holding History

WR Wealth Planners’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
2024
Q4 		– Sell
-2,126
Closed -$10.8K – 1177
2024
Q3 		$10.8K Hold
2,126
– – ﹤0.01% 612
2024
Q2 		$9.84K Hold
2,126
– – ﹤0.01% 594
2024
Q1 		$10.3K Buy
+2,126
New +$8.88K ﹤0.01% 594

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

WR Wealth Planners's SAN Position: Q4 2024 in Review

WR Wealth Planners sold out of Banco Santander (SAN) in Q4 2024, closing a stake of 2,126 shares — an estimated $10.8K sold.

WR Wealth Planners first reported a position in SAN in Q1 2024 and held it in 3 quarters. The position peaked at $10.8K in Q3 2024. 407 funds tracked by Wall St. Rank hold SAN as of Q4 2024.

  • WR Wealth Planners reported no remaining Banco Santander position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 2,126 Banco Santander shares in Q4 2024, an estimated $10.8K.
  • WR Wealth Planners first reported a position in Banco Santander in Q1 2024 and held it in 3 quarters.
  • WR Wealth Planners's Banco Santander position peaked at $10.8K in Q3 2024.
  • 407 funds tracked by Wall St. Rank held Banco Santander as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.