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BSW Wealth Partners’s Ally Financial ALLY Stock Holding History

BSW Wealth Partners’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
2024
Q3 		– Sell
-5,300
Closed -$210K – 306
2024
Q2 		$210K Buy
+5,300
New +$207K 0.03% 271
2022
Q2 		– Sell
-4,796
Closed -$209K – 280
2022
Q1 		$209K Buy
+4,796
New +$226K 0.05% 270

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

BSW Wealth Partners's ALLY Position: Q3 2024 in Review

BSW Wealth Partners sold out of Ally Financial (ALLY) in Q3 2024, closing a stake of 5,300 shares — an estimated $210K sold.

BSW Wealth Partners first reported a position in ALLY in Q1 2022 and held it in 2 quarters. The position peaked at $210K in Q2 2024. 580 funds tracked by Wall St. Rank hold ALLY as of Q3 2024.

  • BSW Wealth Partners reported no remaining Ally Financial position as of Q3 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 5,300 Ally Financial shares in Q3 2024, an estimated $210K.
  • BSW Wealth Partners first reported a position in Ally Financial in Q1 2022 and held it in 2 quarters.
  • BSW Wealth Partners's Ally Financial position peaked at $210K in Q2 2024.
  • 580 funds tracked by Wall St. Rank held Ally Financial as of Q3 2024.

Based on BSW Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.