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Connectus Wealth’s Ally Financial ALLY Stock Holding History

Connectus Wealth’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
2022
Q3 		– Sell
-24,855
Closed -$834K – 498
2022
Q2 		$834K Buy
24,855
+3,482
+16% +$139K 0.02% 289
2022
Q1 		$1.02M Sell
21,373
-16,932
-44% -$800K 0.03% 242
2021
Q4 		$1.83M Buy
+38,305
New +$1.9M 0.07% 151

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 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

Connectus Wealth's ALLY Position: Q3 2022 in Review

Connectus Wealth sold out of Ally Financial (ALLY) in Q3 2022, closing a stake of 24,855 shares — an estimated $834K sold.

Connectus Wealth first reported a position in ALLY in Q4 2021 and held it in 3 quarters. The position peaked at $1.83M in Q4 2021. 527 funds tracked by Wall St. Rank hold ALLY as of Q3 2022.

  • Connectus Wealth reported no remaining Ally Financial position as of Q3 2022 after selling out during the quarter.
  • Connectus Wealth sold 24,855 Ally Financial shares in Q3 2022, an estimated $834K.
  • Connectus Wealth first reported a position in Ally Financial in Q4 2021 and held it in 3 quarters.
  • Connectus Wealth's Ally Financial position peaked at $1.83M in Q4 2021.
  • 527 funds tracked by Wall St. Rank held Ally Financial as of Q3 2022.

Based on Connectus Wealth's 13F filing for Q3 2022, filed 10 Nov 2022.