Envestnet Asset Management
AVAL icon

Envestnet Asset Management’s Grupo Aval AVAL Stock Holding History

Envestnet Asset Management’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
Q3 		– Sell
-53,476
Closed -$124K – 4014
2023
Q2 		$124K Sell
53,476
-237
-0.4% -$566 ﹤0.01% 3809
2023
Q1 		$126K Sell
53,713
-203
-0.4% -$479 ﹤0.01% 3757
2022
Q4 		$136K Buy
53,916
+7,808
+17% +$18.1K ﹤0.01% 3750
2022
Q3 		$113K Sell
46,108
-1,354
-3% -$4.34K ﹤0.01% 3716
2022
Q2 		$168K Sell
47,462
-81,089
-63% -$337K ﹤0.01% 3661
2022
Q1 		$585K Buy
128,551
+6,247
+5% +$33.5K ﹤0.01% 3028
2021
Q4 		$625K Buy
122,304
+77,675
+174% +$435K ﹤0.01% 2930
2021
Q3 		$258K Buy
44,629
+1,569
+4% +$8.78K ﹤0.01% 3374
2021
Q2 		$245K Sell
43,060
-1,589
-4% -$9.46K ﹤0.01% 3404
2021
Q1 		$278K Sell
44,649
-3,583
-7% -$23.4K ﹤0.01% 3170
2020
Q4 		$332K Sell
48,232
-2,041
-4% -$11.2K ﹤0.01% 2875
2020
Q3 		$232K Buy
50,273
+1,400
+3% +$6.59K ﹤0.01% 2842
2020
Q2 		$213K Buy
48,873
+10,768
+28% +$47.4K ﹤0.01% 2848
2020
Q1 		$167K Buy
38,105
+11,017
+41% +$82.7K ﹤0.01% 2766
2019
Q4 		$236K Buy
27,088
+4,247
+19% +$34.2K ﹤0.01% 2841
2019
Q3 		$170K Buy
22,841
+4,571
+25% +$34.7K ﹤0.01% 2898
2019
Q2 		$146K Buy
18,270
+3,354
+22% +$25.6K ﹤0.01% 2923
2019
Q1 		$116K Sell
14,916
-788
-5% -$5.67K ﹤0.01% 2889
2018
Q4 		$93K Buy
+15,704
New +$108K ﹤0.01% 2784
2016
Q3 		– Sell
-1,289
Closed -$10K – 2911
2016
Q2 		$10K Sell
1,289
-1,083
-46% -$8.44K ﹤0.01% 3031
2016
Q1 		$18K Buy
2,372
+550
+30% +$3.69K ﹤0.01% 2975
2015
Q4 		$12K Buy
1,822
+71
+4% +$528 ﹤0.01% 2933
2015
Q3 		$13K Buy
+1,751
New +$14.3K ﹤0.01% 2963

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FTDI
First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Envestnet Asset Management's AVAL Position: Q3 2023 in Review

Envestnet Asset Management sold out of Grupo Aval (AVAL) in Q3 2023, closing a stake of 53,476 shares — an estimated $124K sold.

Envestnet Asset Management first reported a position in AVAL in Q3 2015 and held it in 23 quarters. The position peaked at $625K in Q4 2021. 35 funds tracked by Wall St. Rank hold AVAL as of Q3 2023.

  • Envestnet Asset Management reported no remaining Grupo Aval position as of Q3 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 53,476 Grupo Aval shares in Q3 2023, an estimated $124K.
  • Envestnet Asset Management first reported a position in Grupo Aval in Q3 2015 and held it in 23 quarters.
  • Envestnet Asset Management's Grupo Aval position peaked at $625K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Grupo Aval as of Q3 2023.

Based on Envestnet Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.