Creative Planning
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Creative Planning’s Grupo Aval AVAL Stock Holding History

Creative Planning’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
2024
Q2 		– Sell
-11,709
Closed -$27K – 3077
2024
Q1 		$27K Hold
11,709
– – ﹤0.01% 2820
2023
Q4 		$28.5K Buy
11,709
+1,312
+13% +$3K ﹤0.01% 2678
2023
Q3 		$25.2K Sell
10,397
-542
-5% -$1.32K ﹤0.01% 2568
2023
Q2 		$25.4K Sell
10,939
-6,358
-37% -$15.2K ﹤0.01% 2491
2023
Q1 		$40.5K Buy
17,297
+6,084
+54% +$14.3K ﹤0.01% 2368
2022
Q4 		$28.4K Buy
+11,213
New +$25.9K ﹤0.01% 2294

Other funds holding AVAL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
JSSH
J. Safra Sarasin Holding $5.87B AUM 24.95% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Creative Planning's AVAL Position: Q2 2024 in Review

Creative Planning sold out of Grupo Aval (AVAL) in Q2 2024, closing a stake of 11,709 shares — an estimated $27K sold.

Creative Planning first reported a position in AVAL in Q4 2022 and held it in 6 quarters. The position peaked at $40.5K in Q1 2023. 34 funds tracked by Wall St. Rank hold AVAL as of Q2 2024.

  • Creative Planning reported no remaining Grupo Aval position as of Q2 2024 after selling out during the quarter.
  • Creative Planning sold 11,709 Grupo Aval shares in Q2 2024, an estimated $27K.
  • Creative Planning first reported a position in Grupo Aval in Q4 2022 and held it in 6 quarters.
  • Creative Planning's Grupo Aval position peaked at $40.5K in Q1 2023.
  • 34 funds tracked by Wall St. Rank held Grupo Aval as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.