CWM
ALLY icon

Compass Wealth Management’s Ally Financial ALLY Stock Holding History

Compass 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
Q2 		– Sell
-20
Closed -$510 – 406
2023
Q1 		$510 Hold
20
– – ﹤0.01% 403
2022
Q4 		$489 Buy
+20
New +$532 ﹤0.01% 403

Other funds holding ALLY

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Compass Wealth Management's ALLY Position: Q2 2023 in Review

Compass Wealth Management sold out of Ally Financial (ALLY) in Q2 2023, closing a stake of 20 shares — an estimated $510 sold.

Compass Wealth Management first reported a position in ALLY in Q4 2022 and held it in 2 quarters. The position peaked at $510 in Q1 2023. 506 funds tracked by Wall St. Rank hold ALLY as of Q2 2023.

  • Compass Wealth Management reported no remaining Ally Financial position as of Q2 2023 after selling out during the quarter.
  • Compass Wealth Management sold 20 Ally Financial shares in Q2 2023, an estimated $510.
  • Compass Wealth Management first reported a position in Ally Financial in Q4 2022 and held it in 2 quarters.
  • Compass Wealth Management's Ally Financial position peaked at $510 in Q1 2023.
  • 506 funds tracked by Wall St. Rank held Ally Financial as of Q2 2023.

Based on Compass Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.