Concord Wealth Partners’s Ally Financial ALLY Stock Holding History

Concord 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
2023 Q4	–	Sell	-460	Closed	-$12.3K	–	814
2023 Q3	$12.3K	Hold	460	–	–	﹤0.01%	586
2023 Q2	$12.4K	Buy	+460	New	+$12.2K	﹤0.01%	579
2023 Q1	–	Sell	-700	Closed	-$17.1K	–	995
2022 Q4	$17.1K	Buy	+700	New	+$18.6K	0.01%	553
2022 Q3	–	Sell	-292	Closed	-$10K	–	189
2022 Q2	$10K	Sell	292 -218	-43%	-$8.71K	﹤0.01%	681
2022 Q1	$22K	Sell	510 -136	-21%	-$6.42K	0.01%	609
2021 Q4	$31K	Buy	646 +338	+110%	+$16.7K	0.01%	545
2021 Q3	$16K	Sell	308 -343	-53%	-$17.7K	0.01%	410
2021 Q2	$32K	Buy	651 +3	+0.5%	+$154	0.01%	413
2021 Q1	$29K	Buy	+648	New	+$27.1K	0.01%	415

Other funds holding ALLY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Concord Wealth Partners's ALLY Position: Q4 2023 in Review

Concord Wealth Partners sold out of Ally Financial (ALLY) in Q4 2023, closing a stake of 460 shares — an estimated $12.3K sold.

Concord Wealth Partners first reported a position in ALLY in Q1 2021 and held it in 9 quarters. The position peaked at $32K in Q2 2021. 526 funds tracked by Wall St. Rank hold ALLY as of Q4 2023.

Concord Wealth Partners reported no remaining Ally Financial position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 460 Ally Financial shares in Q4 2023, an estimated $12.3K.
Concord Wealth Partners first reported a position in Ally Financial in Q1 2021 and held it in 9 quarters.
Concord Wealth Partners's Ally Financial position peaked at $32K in Q2 2021.
526 funds tracked by Wall St. Rank held Ally Financial as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.