Concord Wealth Partners’s Grupo Aval AVAL Stock Holding History

Concord Wealth 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
2022 Q2	–	Sell	-134	Closed	-$1K	–	1234
2022 Q1	$1K	Hold	134	–	–	﹤0.01%	1167
2021 Q4	$1K	Buy	+134	New	+$751	﹤0.01%	1194
2021 Q3	–	Sell	-428	Closed	-$2K	–	911
2021 Q2	$2K	Sell	428 -837	-66%	-$4.98K	﹤0.01%	864
2021 Q1	$8K	Buy	+1,265	New	+$8.26K	﹤0.01%	604

Other funds holding AVAL

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concord Wealth Partners's AVAL Position: Q2 2022 in Review

Concord Wealth Partners sold out of Grupo Aval (AVAL) in Q2 2022, closing a stake of 134 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in AVAL in Q1 2021 and held it in 4 quarters. The position peaked at $8K in Q1 2021. 38 funds tracked by Wall St. Rank hold AVAL as of Q2 2022.

Concord Wealth Partners reported no remaining Grupo Aval position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 134 Grupo Aval shares in Q2 2022, an estimated $1K.
Concord Wealth Partners first reported a position in Grupo Aval in Q1 2021 and held it in 4 quarters.
Concord Wealth Partners's Grupo Aval position peaked at $8K in Q1 2021.
38 funds tracked by Wall St. Rank held Grupo Aval as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.