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Beverly Hills Private Wealth’s Ally Financial ALLY Stock Holding History

Beverly Hills Private Wealth’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
2025
Q1 		– Sell
-6,043
Closed -$218K – 340
2024
Q4 		$218K Sell
6,043
-81
-1% -$2.94K 0.04% 310
2024
Q3 		$218K Sell
6,124
-228
-4% -$9.12K 0.04% 313
2024
Q2 		$252K Sell
6,352
-2,205
-26% -$86K 0.05% 298
2024
Q1 		$347K Sell
8,557
-693
-7% -$25.3K 0.08% 251
2023
Q4 		$323K Buy
+9,250
New +$258K 0.08% 242

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Beverly Hills Private Wealth's ALLY Position: Q1 2025 in Review

Beverly Hills Private Wealth sold out of Ally Financial (ALLY) in Q1 2025, closing a stake of 6,043 shares — an estimated $218K sold.

Beverly Hills Private Wealth first reported a position in ALLY in Q4 2023 and held it in 5 quarters. The position peaked at $347K in Q1 2024. 581 funds tracked by Wall St. Rank hold ALLY as of Q1 2025.

  • Beverly Hills Private Wealth reported no remaining Ally Financial position as of Q1 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 6,043 Ally Financial shares in Q1 2025, an estimated $218K.
  • Beverly Hills Private Wealth first reported a position in Ally Financial in Q4 2023 and held it in 5 quarters.
  • Beverly Hills Private Wealth's Ally Financial position peaked at $347K in Q1 2024.
  • 581 funds tracked by Wall St. Rank held Ally Financial as of Q1 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2025, filed 30 Apr 2025.