Avior Wealth Management’s Ally Financial ALLY Stock Holding History

Avior 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 Q1	–	Sell	-1,120	Closed	-$40.3K	–	791
2024 Q4	$40.3K	Sell	1,120 -8	-0.7%	-$291	﹤0.01%	1213
2024 Q3	$40.1K	Buy	1,128 +8	+0.7%	+$320	﹤0.01%	1199
2024 Q2	$44.4K	Sell	1,120 -34	-3%	-$1.33K	﹤0.01%	1133
2024 Q1	$46.8K	Buy	1,154 +34	+3%	+$1.24K	﹤0.01%	1264
2023 Q4	$39.1K	Hold	1,120	–	–	﹤0.01%	775
2023 Q3	$29.9K	Hold	1,120	–	–	﹤0.01%	871
2023 Q2	$30.3K	Hold	1,120	–	–	﹤0.01%	860
2023 Q1	$28.5K	Sell	1,120 -35	-3%	-$1K	﹤0.01%	885
2022 Q4	$28.2K	Buy	1,155 +35	+3%	+$931	﹤0.01%	712
2022 Q3	$31K	Hold	1,120	–	–	﹤0.01%	673
2022 Q2	$37K	Buy	1,120 +400	+56%	+$16K	﹤0.01%	610
2022 Q1	$31K	Hold	720	–	–	﹤0.01%	653
2021 Q4	$34K	Hold	720	–	–	﹤0.01%	621
2021 Q3	$36K	Hold	720	–	–	﹤0.01%	593
2021 Q2	$35K	Hold	720	–	–	﹤0.01%	568
2021 Q1	$32K	Hold	720	–	–	﹤0.01%	566
2020 Q4	$25K	Hold	720	–	–	﹤0.01%	580
2020 Q3	$18K	Hold	720	–	–	﹤0.01%	604
2020 Q2	$14K	Buy	+720	New	+$12.3K	﹤0.01%	620

Other funds holding ALLY

Berkshire Hathaway

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

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

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 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

Wellington Management Group

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management

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

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return