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First Trust Direct Indexing’s Grupo Aval AVAL Stock Holding History

First Trust Direct Indexing’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
Q1 		– Sell
-44,521
Closed -$108K – 813
2023
Q4 		$108K Sell
44,521
-43,608
-49% -$99.6K 0.01% 738
2023
Q3 		$213K Sell
88,129
-34,559
-28% -$84.4K 0.02% 628
2023
Q2 		$285K Buy
122,688
+13,389
+12% +$32K 0.03% 559
2023
Q1 		$256K Buy
109,299
+72,105
+194% +$170K 0.03% 587
2022
Q4 		$94.1K Sell
37,194
-42,990
-54% -$99.4K 0.01% 662
2022
Q3 		$197K Buy
80,184
+38,514
+92% +$123K 0.03% 593
2022
Q2 		$148K Sell
41,670
-9,480
-19% -$39.4K 0.02% 598
2022
Q1 		$233K Buy
51,150
+6,790
+15% +$36.5K 0.03% 582
2021
Q4 		$227K Sell
44,360
-3,896
-8% -$21.8K 0.03% 571
2021
Q3 		$279K Buy
48,256
+6,437
+15% +$36K 0.04% 499
2021
Q2 		$238K Buy
+41,819
New +$249K 0.04% 521
2021
Q1 		– Sell
-1,616
Closed -$11K – 448
2020
Q4 		$11K Buy
+1,616
New +$8.83K ﹤0.01% 915

Other funds holding AVAL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

First Trust Direct Indexing's AVAL Position: Q1 2024 in Review

First Trust Direct Indexing sold out of Grupo Aval (AVAL) in Q1 2024, closing a stake of 44,521 shares — an estimated $108K sold.

First Trust Direct Indexing first reported a position in AVAL in Q4 2020 and held it in 12 quarters. The position peaked at $285K in Q2 2023. 36 funds tracked by Wall St. Rank hold AVAL as of Q1 2024.

  • First Trust Direct Indexing reported no remaining Grupo Aval position as of Q1 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 44,521 Grupo Aval shares in Q1 2024, an estimated $108K.
  • First Trust Direct Indexing first reported a position in Grupo Aval in Q4 2020 and held it in 12 quarters.
  • First Trust Direct Indexing's Grupo Aval position peaked at $285K in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Grupo Aval as of Q1 2024.

Based on First Trust Direct Indexing's 13F filing for Q1 2024, filed 19 Apr 2024.