Baystate Wealth Management’s Ally Financial ALLY Stock Holding History

Baystate 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 Q4	$9.85K	Buy	282 +4	+1%	+$112	﹤0.01%	723
2023 Q3	$7.44K	Buy	278 +2	+0.7%	+$56	﹤0.01%	631
2023 Q2	$7.46K	Buy	276 +4	+1%	+$106	﹤0.01%	628
2023 Q1	$6.95K	Buy	272 +2	+0.7%	+$57	﹤0.01%	623
2022 Q4	$7K	Buy	270 +3	+1%	+$80	﹤0.01%	634
2022 Q3	$7K	Buy	267 +2	+0.8%	+$66	﹤0.01%	589
2022 Q2	$9K	Buy	265 +2	+0.8%	+$80	﹤0.01%	572
2022 Q1	$11K	Buy	263 +2	+0.8%	+$94	﹤0.01%	554
2021 Q4	$12K	Buy	261 +1	+0.4%	+$50	﹤0.01%	536
2021 Q3	$13K	Buy	260 +1	+0.4%	+$52	﹤0.01%	486
2021 Q2	$13K	Buy	259 +1	+0.4%	+$51	﹤0.01%	474
2021 Q1	$12K	Buy	258 +1	+0.4%	+$42	﹤0.01%	442
2020 Q4	$9K	Buy	257 +2	+0.8%	+$61	﹤0.01%	434
2020 Q3	$6K	Buy	255 +2	+0.8%	+$45	﹤0.01%	440
2020 Q2	$5K	Buy	253 +3	+1%	+$51	﹤0.01%	453
2020 Q1	$4K	Buy	250 +2	+0.8%	+$53	﹤0.01%	443
2019 Q4	$8K	Sell	248 -40	-14%	-$1.25K	﹤0.01%	415
2019 Q3	$10K	Buy	288 +2	+0.7%	+$65	﹤0.01%	359
2019 Q2	$9K	Buy	286 +1	+0.4%	+$30	﹤0.01%	378
2019 Q1	$9K	Buy	285 +2	+0.7%	+$52	﹤0.01%	390
2018 Q4	$7K	Buy	283 +2	+0.7%	+$50	﹤0.01%	405
2018 Q3	$7K	Buy	281 +1	+0.4%	+$27	﹤0.01%	404
2018 Q2	$8K	Buy	280 +240	+600%	+$6.41K	﹤0.01%	393
2018 Q1	$1K	Buy	+40	New	+$1.15K	﹤0.01%	538

Other funds holding ALLY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Baystate Wealth Management's ALLY Position: Q4 2023 in Review

Baystate Wealth Management increased its Ally Financial (ALLY) stake by 1.4% in Q4 2023, buying an estimated $112 and bringing the position to 282 shares worth $9.85K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Baystate Wealth Management first reported a position in ALLY in Q1 2018 and has held it in 24 quarters since. The position peaked at $13K in Q3 2021. 524 funds tracked by Wall St. Rank hold ALLY as of Q4 2023.

Baystate Wealth Management held 282 shares of Ally Financial worth $9.85K as of Q4 2023.
Baystate Wealth Management bought 4 Ally Financial shares in Q4 2023, an estimated $112.
Ally Financial made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #723 holding.
Baystate Wealth Management first reported a position in Ally Financial in Q1 2018 and has held it in 24 quarters since.
Baystate Wealth Management's Ally Financial position peaked at $13K in Q3 2021.
524 funds tracked by Wall St. Rank held Ally Financial as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.