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Bartlett & Co Wealth Management’s Ally Financial ALLY Stock Holding History

Bartlett & Co 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
Q2 		– Sell
-105
Closed -$4.57K – 1301
2022
Q1 		$4.57K Buy
+105
New +$4.96K ﹤0.01% 929
2021
Q4 		– Sell
-105
Closed -$5.36K – 423
2021
Q3 		$5.36K Sell
105
-90
-46% -$4.66K ﹤0.01% 759
2021
Q2 		$9.72K Hold
195
– – ﹤0.01% 693
2021
Q1 		$8.82K Hold
195
– – ﹤0.01% 745
2020
Q4 		$6.95K Buy
+195
New +$5.9K ﹤0.01% 764

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 $299B AUM 27.55% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bartlett & Co Wealth Management's ALLY Position: Q2 2022 in Review

Bartlett & Co Wealth Management sold out of Ally Financial (ALLY) in Q2 2022, closing a stake of 105 shares — an estimated $4.57K sold.

Bartlett & Co Wealth Management first reported a position in ALLY in Q4 2020 and held it in 5 quarters. The position peaked at $9.72K in Q2 2021. 565 funds tracked by Wall St. Rank hold ALLY as of Q2 2022.

  • Bartlett & Co Wealth Management reported no remaining Ally Financial position as of Q2 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 105 Ally Financial shares in Q2 2022, an estimated $4.57K.
  • Bartlett & Co Wealth Management first reported a position in Ally Financial in Q4 2020 and held it in 5 quarters.
  • Bartlett & Co Wealth Management's Ally Financial position peaked at $9.72K in Q2 2021.
  • 565 funds tracked by Wall St. Rank held Ally Financial as of Q2 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2022, filed 14 Feb 2024.