AI
ALLY icon

Atria Investments’s Ally Financial ALLY Stock Holding History

Atria Investments’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
-24,588
Closed -$1.07M – 753
2022
Q1 		$1.07M Buy
+24,588
New +$1.16M 0.02% 825
2019
Q4 		– Sell
-19,409
Closed -$644K – 1196
2019
Q3 		$644K Buy
19,409
+474
+3% +$15.4K 0.02% 521
2019
Q2 		$584K Buy
+18,935
New +$559K 0.02% 541

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 $3.38T AUM 44.17% 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

Atria Investments's ALLY Position: Q2 2022 in Review

Atria Investments sold out of Ally Financial (ALLY) in Q2 2022, closing a stake of 24,588 shares — an estimated $1.07M sold.

Atria Investments first reported a position in ALLY in Q2 2019 and held it in 3 quarters. The position peaked at $1.07M in Q1 2022. 565 funds tracked by Wall St. Rank hold ALLY as of Q2 2022.

  • Atria Investments reported no remaining Ally Financial position as of Q2 2022 after selling out during the quarter.
  • Atria Investments sold 24,588 Ally Financial shares in Q2 2022, an estimated $1.07M.
  • Atria Investments first reported a position in Ally Financial in Q2 2019 and held it in 3 quarters.
  • Atria Investments's Ally Financial position peaked at $1.07M in Q1 2022.
  • 565 funds tracked by Wall St. Rank held Ally Financial as of Q2 2022.

Based on Atria Investments's 13F filing for Q2 2022, filed 11 Aug 2022.