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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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return