Simplicity Wealth’s Grupo Aval AVAL Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-13,987	Closed	-$30.5K	–	538
2024 Q2	$30.5K	Buy	+13,987	New	+$33.2K	﹤0.01%	1222

Other funds holding AVAL

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kerrisdale Advisers Miami, Florida $263M AUM 40.01% 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

JSSH

J. Safra Sarasin Holding $5.87B AUM 24.95% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

Simplicity Wealth's AVAL Position: Q3 2024 in Review

Simplicity Wealth sold out of Grupo Aval (AVAL) in Q3 2024, closing a stake of 13,987 shares — an estimated $30.5K sold.

Simplicity Wealth first reported a position in AVAL in Q2 2024 and held it in 1 quarter. The position peaked at $30.5K in Q2 2024. 31 funds tracked by Wall St. Rank hold AVAL as of Q3 2024.

Simplicity Wealth reported no remaining Grupo Aval position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 13,987 Grupo Aval shares in Q3 2024, an estimated $30.5K.
Simplicity Wealth first reported a position in Grupo Aval in Q2 2024 and held it in 1 quarter.
Simplicity Wealth's Grupo Aval position peaked at $30.5K in Q2 2024.
31 funds tracked by Wall St. Rank held Grupo Aval as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.