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Carolinas Wealth Consulting’s Ally Financial ALLY Stock Holding History

Carolinas Wealth Consulting’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
Q3 		– Sell
-6,716
Closed -$181K – 1020
2023
Q2 		$181K Hold
6,716
– – 0.04% 179
2023
Q1 		$171K Hold
6,716
– – 0.04% 186
2022
Q4 		$164K Buy
6,716
+1
+0% +$27 0.04% 187
2022
Q3 		$187K Hold
6,715
– – 0.05% 161
2022
Q2 		$225K Sell
6,715
-993
-13% -$39.7K 0.06% 144
2022
Q1 		$335K Sell
7,708
-495
-6% -$23.4K 0.07% 119
2021
Q4 		$391K Buy
8,203
+5
+0.1% +$248 0.09% 107
2021
Q3 		$418K Sell
8,198
-957
-10% -$49.5K 0.1% 95
2021
Q2 		$456K Buy
9,155
+1,007
+12% +$51.7K 0.1% 97
2021
Q1 		$368K Buy
+8,148
New +$341K 0.09% 106

Other funds holding ALLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Carolinas Wealth Consulting's ALLY Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Ally Financial (ALLY) in Q3 2023, closing a stake of 6,716 shares — an estimated $181K sold.

Carolinas Wealth Consulting first reported a position in ALLY in Q1 2021 and held it in 10 quarters. The position peaked at $456K in Q2 2021. 479 funds tracked by Wall St. Rank hold ALLY as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining Ally Financial position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 6,716 Ally Financial shares in Q3 2023, an estimated $181K.
  • Carolinas Wealth Consulting first reported a position in Ally Financial in Q1 2021 and held it in 10 quarters.
  • Carolinas Wealth Consulting's Ally Financial position peaked at $456K in Q2 2021.
  • 479 funds tracked by Wall St. Rank held Ally Financial as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.