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B. Riley Wealth Advisors’s Ally Financial ALLY Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-7,851
Closed -$375K – 1381
2021
Q4 		$375K Buy
7,851
+746
+10% +$36.9K 0.01% 956
2021
Q3 		$364K Buy
+7,105
New +$368K 0.01% 937
2020
Q1 		– Sell
-11,028
Closed -$337K – 797
2019
Q4 		$337K Buy
11,028
+3,608
+49% +$113K 0.03% 550
2019
Q3 		$246K Buy
+7,420
New +$240K 0.02% 663

Other funds holding ALLY

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

B. Riley Wealth Advisors's ALLY Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Ally Financial (ALLY) in Q1 2022, closing a stake of 7,851 shares — an estimated $375K sold.

B. Riley Wealth Advisors first reported a position in ALLY in Q3 2019 and held it in 4 quarters. The position peaked at $375K in Q4 2021. 618 funds tracked by Wall St. Rank hold ALLY as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining Ally Financial position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,851 Ally Financial shares in Q1 2022, an estimated $375K.
  • B. Riley Wealth Advisors first reported a position in Ally Financial in Q3 2019 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Ally Financial position peaked at $375K in Q4 2021.
  • 618 funds tracked by Wall St. Rank held Ally Financial as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.