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Alterna Wealth Management’s Ally Financial ALLY Stock Holding History

Alterna 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
2022
Q2 		– Sell
-7,469
Closed -$325K – 90
2022
Q1 		$325K Buy
7,469
+3,202
+75% +$151K 0.27% 60
2021
Q4 		$203K Buy
+4,267
New +$211K 0.17% 111
2020
Q1 		– Sell
-8,118
Closed -$248K – 76
2019
Q4 		$248K Buy
8,118
+1,191
+17% +$37.2K 0.28% 102
2019
Q3 		$230K Buy
+6,927
New +$224K 0.27% 79

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alterna Wealth Management's ALLY Position: Q2 2022 in Review

Alterna Wealth Management sold out of Ally Financial (ALLY) in Q2 2022, closing a stake of 7,469 shares — an estimated $325K sold.

Alterna Wealth Management first reported a position in ALLY in Q3 2019 and held it in 4 quarters. The position peaked at $325K in Q1 2022. 565 funds tracked by Wall St. Rank hold ALLY as of Q2 2022.

  • Alterna Wealth Management reported no remaining Ally Financial position as of Q2 2022 after selling out during the quarter.
  • Alterna Wealth Management sold 7,469 Ally Financial shares in Q2 2022, an estimated $325K.
  • Alterna Wealth Management first reported a position in Ally Financial in Q3 2019 and held it in 4 quarters.
  • Alterna Wealth Management's Ally Financial position peaked at $325K in Q1 2022.
  • 565 funds tracked by Wall St. Rank held Ally Financial as of Q2 2022.

Based on Alterna Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.