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Avitas Wealth Management’s Ally Financial ALLY Stock Holding History

Avitas 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
2022
Q3 		– Sell
-58,133
Closed -$1.95M – 182
2022
Q2 		$1.95M Buy
58,133
+12,707
+28% +$508K 0.43% 74
2022
Q1 		$1.98M Sell
45,426
-50,777
-53% -$2.4M 0.36% 92
2021
Q4 		$4.58M Buy
96,203
+1,825
+2% +$90.4K 0.77% 50
2021
Q3 		$4.82M Sell
94,378
-193
-0.2% -$9.98K 0.88% 36
2021
Q2 		$4.71M Buy
94,571
+2,281
+2% +$117K 0.84% 35
2021
Q1 		$4.17M Buy
92,290
+8,204
+10% +$343K 0.82% 37
2020
Q4 		$3M Buy
+84,086
New +$2.54M 0.61% 54

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 $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 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

Avitas Wealth Management's ALLY Position: Q3 2022 in Review

Avitas Wealth Management sold out of Ally Financial (ALLY) in Q3 2022, closing a stake of 58,133 shares — an estimated $1.95M sold.

Avitas Wealth Management first reported a position in ALLY in Q4 2020 and held it in 7 quarters. The position peaked at $4.82M in Q3 2021. 529 funds tracked by Wall St. Rank hold ALLY as of Q3 2022.

  • Avitas Wealth Management reported no remaining Ally Financial position as of Q3 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 58,133 Ally Financial shares in Q3 2022, an estimated $1.95M.
  • Avitas Wealth Management first reported a position in Ally Financial in Q4 2020 and held it in 7 quarters.
  • Avitas Wealth Management's Ally Financial position peaked at $4.82M in Q3 2021.
  • 529 funds tracked by Wall St. Rank held Ally Financial as of Q3 2022.

Based on Avitas Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.