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AllSquare Wealth Management’s Ally Financial ALLY Stock Holding History

AllSquare 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
2021
Q3 		– Sell
-1,750
Closed -$87K – 478
2021
Q2 		$87K Buy
1,750
+1,400
+400% +$71.8K 0.05% 177
2021
Q1 		$16K Buy
+350
New +$14.6K 0.01% 336

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AllSquare Wealth Management's ALLY Position: Q3 2021 in Review

AllSquare Wealth Management sold out of Ally Financial (ALLY) in Q3 2021, closing a stake of 1,750 shares — an estimated $87K sold.

AllSquare Wealth Management first reported a position in ALLY in Q1 2021 and held it in 2 quarters. The position peaked at $87K in Q2 2021. 607 funds tracked by Wall St. Rank hold ALLY as of Q3 2021.

  • AllSquare Wealth Management reported no remaining Ally Financial position as of Q3 2021 after selling out during the quarter.
  • AllSquare Wealth Management sold 1,750 Ally Financial shares in Q3 2021, an estimated $87K.
  • AllSquare Wealth Management first reported a position in Ally Financial in Q1 2021 and held it in 2 quarters.
  • AllSquare Wealth Management's Ally Financial position peaked at $87K in Q2 2021.
  • 607 funds tracked by Wall St. Rank held Ally Financial as of Q3 2021.

Based on AllSquare Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.