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Avaii Wealth Management’s Ally Financial ALLY Stock Holding History

Avaii 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
Q2 		– Sell
-7,090
Closed -$288K – 143
2024
Q1 		$288K Sell
7,090
-700
-9% -$25.6K 0.17% 108
2023
Q4 		$272K Sell
7,790
-28
-0.4% -$782 0.18% 115
2023
Q3 		$209K Buy
+7,818
New +$218K 0.16% 129

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avaii Wealth Management's ALLY Position: Q2 2024 in Review

Avaii Wealth Management sold out of Ally Financial (ALLY) in Q2 2024, closing a stake of 7,090 shares — an estimated $288K sold.

Avaii Wealth Management first reported a position in ALLY in Q3 2023 and held it in 3 quarters. The position peaked at $288K in Q1 2024. 580 funds tracked by Wall St. Rank hold ALLY as of Q2 2024.

  • Avaii Wealth Management reported no remaining Ally Financial position as of Q2 2024 after selling out during the quarter.
  • Avaii Wealth Management sold 7,090 Ally Financial shares in Q2 2024, an estimated $288K.
  • Avaii Wealth Management first reported a position in Ally Financial in Q3 2023 and held it in 3 quarters.
  • Avaii Wealth Management's Ally Financial position peaked at $288K in Q1 2024.
  • 580 funds tracked by Wall St. Rank held Ally Financial as of Q2 2024.

Based on Avaii Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.