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Laird Norton Wetherby Wealth Management’s Grupo Aval AVAL Stock Holding History

Laird Norton Wetherby Wealth 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
2022
Q3 		– Sell
-11,290
Closed -$40K – 886
2022
Q2 		$40K Sell
11,290
-6,207
-35% -$25.8K ﹤0.01% 894
2022
Q1 		$80K Sell
17,497
-2,688
-13% -$14.4K ﹤0.01% 915
2021
Q4 		$103K Buy
20,185
+905
+5% +$5.07K 0.01% 910
2021
Q3 		$111K Sell
19,280
-1,322
-6% -$7.4K 0.01% 903
2021
Q2 		$117K Sell
20,602
-3,191
-13% -$19K 0.01% 907
2021
Q1 		$148K Buy
23,793
+1,898
+9% +$12.4K 0.01% 758
2020
Q4 		$151K Sell
21,895
-2,768
-11% -$15.1K 0.01% 856
2020
Q3 		$114K Buy
24,663
+417
+2% +$1.96K 0.01% 690
2020
Q2 		$106K Sell
24,246
-20,342
-46% -$89.5K 0.01% 694
2020
Q1 		$195K Buy
44,588
+18,557
+71% +$139K 0.02% 582
2019
Q4 		$227K Buy
26,031
+4,847
+23% +$39.1K 0.02% 626
2019
Q3 		$158K Sell
21,184
-1,928
-8% -$14.6K 0.02% 676
2019
Q2 		$184K Buy
23,112
+6,727
+41% +$51.3K 0.02% 648
2019
Q1 		$128K Sell
16,385
-6,950
-30% -$50K 0.02% 647
2018
Q4 		$138K Buy
23,335
+5,032
+27% +$34.5K 0.02% 607
2018
Q3 		$142K Sell
18,303
-8,923
-33% -$70.7K 0.02% 643
2018
Q2 		$226K Sell
27,226
-2,097
-7% -$18.1K 0.03% 565
2018
Q1 		$244K Buy
29,323
+1,740
+6% +$15.3K 0.03% 539
2017
Q4 		$234K Buy
27,583
+5,774
+26% +$49.5K 0.03% 543
2017
Q3 		$196K Buy
21,809
+4,390
+25% +$38.8K 0.03% 577
2017
Q2 		$144K Buy
+17,419
New +$144K 0.02% 547

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FTDI
First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's AVAL Position: Q3 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Grupo Aval (AVAL) in Q3 2022, closing a stake of 11,290 shares — an estimated $40K sold.

Laird Norton Wetherby Wealth Management first reported a position in AVAL in Q2 2017 and held it in 21 quarters. The position peaked at $244K in Q1 2018. 35 funds tracked by Wall St. Rank hold AVAL as of Q3 2022.

  • Laird Norton Wetherby Wealth Management reported no remaining Grupo Aval position as of Q3 2022 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 11,290 Grupo Aval shares in Q3 2022, an estimated $40K.
  • Laird Norton Wetherby Wealth Management first reported a position in Grupo Aval in Q2 2017 and held it in 21 quarters.
  • Laird Norton Wetherby Wealth Management's Grupo Aval position peaked at $244K in Q1 2018.
  • 35 funds tracked by Wall St. Rank held Grupo Aval as of Q3 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.