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Accurate Wealth Management’s Ally Financial ALLY Stock Holding History

Accurate Wealth Management’s Portfolio ALLY Stock Details ALLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-25
Closed -$668 – 290
2022
Q4 		$668 Buy
+25
New +$665 ﹤0.01% 1446

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Accurate Wealth Management's ALLY Position: Q1 2023 in Review

Accurate Wealth Management sold out of Ally Financial (ALLY) in Q1 2023, closing a stake of 25 shares — an estimated $668 sold.

Accurate Wealth Management first reported a position in ALLY in Q4 2022 and held it in 1 quarter. The position peaked at $668 in Q4 2022. 501 funds tracked by Wall St. Rank hold ALLY as of Q1 2023.

  • Accurate Wealth Management reported no remaining Ally Financial position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 25 Ally Financial shares in Q1 2023, an estimated $668.
  • Accurate Wealth Management first reported a position in Ally Financial in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Ally Financial position peaked at $668 in Q4 2022.
  • 501 funds tracked by Wall St. Rank held Ally Financial as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.