AWM
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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 – 790
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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Avior Wealth Management's ALLY Position: Q1 2025 in Review

Avior Wealth Management sold out of Ally Financial (ALLY) in Q1 2025, closing a stake of 1,120 shares — an estimated $40.3K sold.

Avior Wealth Management first reported a position in ALLY in Q2 2020 and held it in 19 quarters. The position peaked at $46.8K in Q1 2024. 580 funds tracked by Wall St. Rank hold ALLY as of Q1 2025.

  • Avior Wealth Management reported no remaining Ally Financial position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,120 Ally Financial shares in Q1 2025, an estimated $40.3K.
  • Avior Wealth Management first reported a position in Ally Financial in Q2 2020 and held it in 19 quarters.
  • Avior Wealth Management's Ally Financial position peaked at $46.8K in Q1 2024.
  • 580 funds tracked by Wall St. Rank held Ally Financial as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.