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Baron Wealth Management’s Ally Financial ALLY Stock Holding History

Baron 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
2023
Q3 		– Sell
-14,600
Closed -$394K – 140
2023
Q2 		$394K Hold
14,600
– – 0.25% 64
2023
Q1 		$372K Buy
14,600
+2,720
+23% +$78K 0.26% 64
2022
Q4 		$290K Buy
+11,880
New +$316K 0.22% 83

Other funds holding ALLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Baron Wealth Management's ALLY Position: Q3 2023 in Review

Baron Wealth Management sold out of Ally Financial (ALLY) in Q3 2023, closing a stake of 14,600 shares — an estimated $394K sold.

Baron Wealth Management first reported a position in ALLY in Q4 2022 and held it in 3 quarters. The position peaked at $394K in Q2 2023. 479 funds tracked by Wall St. Rank hold ALLY as of Q3 2023.

  • Baron Wealth Management reported no remaining Ally Financial position as of Q3 2023 after selling out during the quarter.
  • Baron Wealth Management sold 14,600 Ally Financial shares in Q3 2023, an estimated $394K.
  • Baron Wealth Management first reported a position in Ally Financial in Q4 2022 and held it in 3 quarters.
  • Baron Wealth Management's Ally Financial position peaked at $394K in Q2 2023.
  • 479 funds tracked by Wall St. Rank held Ally Financial as of Q3 2023.

Based on Baron Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.