Arkadios Wealth Advisors’s Ally Financial ALLY Stock Holding History

Arkadios Wealth Advisors’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 Q4	–	Sell	-840	Closed	-$42K	–	617
2021 Q3	$42K	Sell	840 -18	-2%	-$931	0.01%	935
2021 Q2	$42K	Buy	858 +678	+377%	+$34.8K	0.01%	976
2021 Q1	$8K	Buy	+180	New	+$7.53K	﹤0.01%	1240
2020 Q2	–	Sell	-9	Closed	-$130	–	954
2020 Q1	$130	Buy	+9	New	+$236	﹤0.01%	1131

Other funds holding ALLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arkadios Wealth Advisors's ALLY Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Ally Financial (ALLY) in Q4 2021, closing a stake of 840 shares — an estimated $42K sold.

Arkadios Wealth Advisors first reported a position in ALLY in Q1 2020 and held it in 4 quarters. The position peaked at $42K in Q3 2021. 611 funds tracked by Wall St. Rank hold ALLY as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Ally Financial position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 840 Ally Financial shares in Q4 2021, an estimated $42K.
Arkadios Wealth Advisors first reported a position in Ally Financial in Q1 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Ally Financial position peaked at $42K in Q3 2021.
611 funds tracked by Wall St. Rank held Ally Financial as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.