Cerity Partners
AVAL icon

Cerity Partners’s Grupo Aval AVAL Stock Holding History

Cerity Partners’s Portfolio AVAL Stock Details AVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20,139
Closed -$48.7K – 1855
2023
Q3 		$48.7K Sell
20,139
-22,740
-53% -$55.6K ﹤0.01% 1361
2023
Q2 		$99.5K Sell
42,879
-9,607
-18% -$22.9K ﹤0.01% 1548
2023
Q1 		$123K Buy
52,486
+29,577
+129% +$69.7K ﹤0.01% 1761
2022
Q4 		$58K Buy
22,909
+1,781
+8% +$4.12K ﹤0.01% 1430
2022
Q3 		$52K Sell
21,128
-8,070
-28% -$25.9K ﹤0.01% 1137
2022
Q2 		$104K Buy
+29,198
New +$121K ﹤0.01% 1121
2022
Q1 		– Sell
-31,021
Closed -$160K – 944
2021
Q4 		$160K Buy
+31,021
New +$174K ﹤0.01% 951

Other funds holding AVAL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
KA
Kerrisdale Advisers Miami, Florida $263M AUM 40.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
FTDI
First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return

Cerity Partners's AVAL Position: Q4 2023 in Review

Cerity Partners sold out of Grupo Aval (AVAL) in Q4 2023, closing a stake of 20,139 shares — an estimated $48.7K sold.

Cerity Partners first reported a position in AVAL in Q4 2021 and held it in 7 quarters. The position peaked at $160K in Q4 2021. 36 funds tracked by Wall St. Rank hold AVAL as of Q4 2023.

  • Cerity Partners reported no remaining Grupo Aval position as of Q4 2023 after selling out during the quarter.
  • Cerity Partners sold 20,139 Grupo Aval shares in Q4 2023, an estimated $48.7K.
  • Cerity Partners first reported a position in Grupo Aval in Q4 2021 and held it in 7 quarters.
  • Cerity Partners's Grupo Aval position peaked at $160K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Grupo Aval as of Q4 2023.

Based on Cerity Partners's 13F filing for Q4 2023, filed 26 Jan 2024.