Atticus Wealth Management’s Ally Financial ALLY Stock Holding History

Atticus 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
2025 Q3	–	Sell	-816	Closed	-$31.8K	–	214
2025 Q2	$31.8K	Hold	816	–	–	0.01%	368
2025 Q1	$29.8K	Hold	816	–	–	0.01%	284
2024 Q4	$29.4K	Hold	816	–	–	0.01%	299
2024 Q3	$29K	Hold	816	–	–	0.01%	297
2024 Q2	$32.4K	Hold	816	–	–	0.01%	271
2024 Q1	$33.1K	Hold	816	–	–	0.01%	281
2023 Q4	$28.5K	Hold	816	–	–	0.01%	297
2023 Q3	$21.8K	Hold	816	–	–	0.01%	332
2023 Q2	$22K	Hold	816	–	–	0.01%	326
2023 Q1	$20.8K	Sell	816 -334	-29%	-$9.57K	0.01%	320
2022 Q4	$28.1K	Hold	1,150	–	–	0.01%	300
2022 Q3	$39K	Hold	1,150	–	–	0.02%	261
2022 Q2	$39K	Buy	+1,150	New	+$45.9K	0.02%	283

Other funds holding ALLY

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Manhattan

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return