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Atlantic Edge Private Wealth Management’s Ally Financial ALLY Stock Holding History

Atlantic Edge Private 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
2024
Q4 		– Sell
-150
Closed -$5.34K – 486
2024
Q3 		$5.34K Hold
150
– – ﹤0.01% 387
2024
Q2 		$5.95K Hold
150
– – ﹤0.01% 358
2024
Q1 		$6.09K Hold
150
– – ﹤0.01% 367
2023
Q4 		$5.24K Buy
+150
New +$4.19K ﹤0.01% 355

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Atlantic Edge Private Wealth Management's ALLY Position: Q4 2024 in Review

Atlantic Edge Private Wealth Management sold out of Ally Financial (ALLY) in Q4 2024, closing a stake of 150 shares — an estimated $5.34K sold.

Atlantic Edge Private Wealth Management first reported a position in ALLY in Q4 2023 and held it in 4 quarters. The position peaked at $6.09K in Q1 2024. 584 funds tracked by Wall St. Rank hold ALLY as of Q4 2024.

  • Atlantic Edge Private Wealth Management reported no remaining Ally Financial position as of Q4 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 150 Ally Financial shares in Q4 2024, an estimated $5.34K.
  • Atlantic Edge Private Wealth Management first reported a position in Ally Financial in Q4 2023 and held it in 4 quarters.
  • Atlantic Edge Private Wealth Management's Ally Financial position peaked at $6.09K in Q1 2024.
  • 584 funds tracked by Wall St. Rank held Ally Financial as of Q4 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.