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Beacon Harbor Wealth Advisors’s Ally Financial ALLY Stock Holding History

Beacon Harbor 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
2021
Q4 		– Sell
-84,231
Closed -$4.3M – 73
2021
Q3 		$4.3M Buy
84,231
+3,502
+4% +$181K 1.52% 29
2021
Q2 		$4.02M Buy
+80,729
New +$4.14M 1.44% 38

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beacon Harbor Wealth Advisors's ALLY Position: Q4 2021 in Review

Beacon Harbor Wealth Advisors sold out of Ally Financial (ALLY) in Q4 2021, closing a stake of 84,231 shares — an estimated $4.3M sold.

Beacon Harbor Wealth Advisors first reported a position in ALLY in Q2 2021 and held it in 2 quarters. The position peaked at $4.3M in Q3 2021. 611 funds tracked by Wall St. Rank hold ALLY as of Q4 2021.

  • Beacon Harbor Wealth Advisors reported no remaining Ally Financial position as of Q4 2021 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 84,231 Ally Financial shares in Q4 2021, an estimated $4.3M.
  • Beacon Harbor Wealth Advisors first reported a position in Ally Financial in Q2 2021 and held it in 2 quarters.
  • Beacon Harbor Wealth Advisors's Ally Financial position peaked at $4.3M in Q3 2021.
  • 611 funds tracked by Wall St. Rank held Ally Financial as of Q4 2021.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.