Patriot Financial Group Insurance Agency’s Grupo Aval AVAL Stock Holding History

Patriot Financial Group Insurance Agency’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	-643	Closed	-$2K	–	511
2022 Q2	$2K	Hold	643	–	–	﹤0.01%	1715
2022 Q1	$3K	Buy	643 +63	+11%	+$338	﹤0.01%	1742
2021 Q4	$3K	Buy	580 +556	+2,317%	+$3.11K	﹤0.01%	1832
2021 Q3	$0	Hold	24	–	–	﹤0.01%	2131
2021 Q2	$0	Sell	24 -290	-92%	-$1.73K	﹤0.01%	2061
2021 Q1	$2K	Sell	314 -159	-34%	-$1.04K	﹤0.01%	1748
2020 Q4	$3K	Hold	473	–	–	﹤0.01%	1538
2020 Q3	$2K	Hold	473	–	–	﹤0.01%	1428
2020 Q2	$2K	Buy	473 +24	+5%	+$106	﹤0.01%	1365
2020 Q1	$2K	Buy	+449	New	+$3.37K	﹤0.01%	1275

Other funds holding AVAL

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AVAL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Grupo Aval (AVAL) in Q3 2022, closing a stake of 643 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in AVAL in Q1 2020 and held it in 10 quarters. The position peaked at $3K in Q1 2022. 35 funds tracked by Wall St. Rank hold AVAL as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Grupo Aval position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 643 Grupo Aval shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in Grupo Aval in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Grupo Aval position peaked at $3K in Q1 2022.
35 funds tracked by Wall St. Rank held Grupo Aval as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.