JFS Wealth Advisors’s Grupo Aval AVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-44
| Closed | -$96 | – | 1968 |
|
|
2024
Q2 | $96 | Hold |
44
| – | – | ﹤0.01% | 1933 |
|
|
2024
Q1 | $102 | Hold |
44
| – | – | ﹤0.01% | 1949 |
|
|
2023
Q4 | $107 | Sell |
44
-60
| -58% | -$137 | ﹤0.01% | 1953 |
|
|
2023
Q3 | $252 | Hold |
104
| – | – | ﹤0.01% | 1835 |
|
|
2023
Q2 | $242 | Sell |
104
-11
| -10% | -$26 | ﹤0.01% | 1857 |
|
|
2023
Q1 | $270 | Buy |
115
+31
| +37% | +$73 | ﹤0.01% | 1793 |
|
|
2022
Q4 | $213 | Buy |
+84
| New | +$194 | ﹤0.01% | 1825 |
|
|
2022
Q3 | – | Sell |
-230
| Closed | -$1K | – | 1730 |
|
|
2022
Q2 | $1K | Hold |
230
| – | – | ﹤0.01% | 1460 |
|
|
2022
Q1 | $1K | Buy |
+230
| New | +$1.24K | ﹤0.01% | 1568 |
|
|
2020
Q4 | – | Sell |
-1,015
| Closed | -$5K | – | 574 |
|
|
2020
Q3 | $5K | Hold |
1,015
| – | – | ﹤0.01% | 440 |
|
|
2020
Q2 | $4K | Hold |
1,015
| – | – | ﹤0.01% | 438 |
|
|
2020
Q1 | $4K | Sell |
1,015
-564
| -36% | -$4.24K | ﹤0.01% | 400 |
|
|
2019
Q4 | $14K | Sell |
1,579
-707
| -31% | -$5.7K | ﹤0.01% | 348 |
|
|
2019
Q3 | $17K | Hold |
2,286
| – | – | ﹤0.01% | 314 |
|
|
2019
Q2 | $18K | Hold |
2,286
| – | – | ﹤0.01% | 316 |
|
|
2019
Q1 | $18K | Hold |
2,286
| – | – | ﹤0.01% | 305 |
|
|
2018
Q4 | $13K | Hold |
2,286
| – | – | ﹤0.01% | 318 |
|
|
2018
Q3 | $18K | Hold |
2,286
| – | – | ﹤0.01% | 332 |
|
|
2018
Q2 | $19K | Hold |
2,286
| – | – | 0.01% | 315 |
|
|
2018
Q1 | $19K | Buy |
2,286
+674
| +42% | +$5.92K | 0.01% | 318 |
|
|
2017
Q4 | $14K | Hold |
1,612
| – | – | ﹤0.01% | 357 |
|
|
2017
Q3 | $14K | Hold |
1,612
| – | – | ﹤0.01% | 349 |
|
|
2017
Q2 | $13K | Buy |
1,612
+119
| +8% | +$980 | ﹤0.01% | 332 |
|
|
2017
Q1 | $12K | Hold |
1,493
| – | – | ﹤0.01% | 340 |
|
|
2016
Q4 | $12K | Buy |
1,493
+453
| +44% | +$3.62K | ﹤0.01% | 340 |
|
|
2016
Q3 | $9K | Hold |
1,040
| – | – | ﹤0.01% | 388 |
|
|
2016
Q2 | $8K | Hold |
1,040
| – | – | ﹤0.01% | 400 |
|
|
2016
Q1 | $8K | Hold |
1,040
| – | – | ﹤0.01% | 412 |
|
|
2015
Q4 | $7K | Hold |
1,040
| – | – | ﹤0.01% | 426 |
|
|
2015
Q3 | $8K | Hold |
1,040
| – | – | ﹤0.01% | 366 |
|
|
2015
Q2 | $10K | Hold |
1,040
| – | – | 0.01% | 361 |
|
|
2015
Q1 | $9K | Buy |
+1,040
| New | +$10.2K | ﹤0.01% | 370 |
|
Other funds holding AVAL
KA
JSSH
IA
FAFN
JFS Wealth Advisors's AVAL Position: Q3 2024 in Review
JFS Wealth Advisors sold out of Grupo Aval (AVAL) in Q3 2024, closing a stake of 44 shares — an estimated $96 sold.
JFS Wealth Advisors first reported a position in AVAL in Q1 2015 and held it in 32 quarters. The position peaked at $19K in Q2 2018. 31 funds tracked by Wall St. Rank hold AVAL as of Q3 2024.
- JFS Wealth Advisors reported no remaining Grupo Aval position as of Q3 2024 after selling out during the quarter.
- JFS Wealth Advisors sold 44 Grupo Aval shares in Q3 2024, an estimated $96.
- JFS Wealth Advisors first reported a position in Grupo Aval in Q1 2015 and held it in 32 quarters.
- JFS Wealth Advisors's Grupo Aval position peaked at $19K in Q2 2018.
- 31 funds tracked by Wall St. Rank held Grupo Aval as of Q3 2024.
Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.