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Cordatus Wealth Management’s Ally Financial ALLY Stock Holding History

Cordatus 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
2021
Q1 		$1.62M Sell
35,801
-2,040
-5% -$85.4K 0.62% 66
2020
Q4 		$1.35M Sell
37,841
-684
-2% -$20.7K 0.57% 68
2020
Q3 		$966K Buy
+38,525
New +$861K 0.46% 82

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Cordatus Wealth Management's ALLY Position: Q1 2021 in Review

Cordatus Wealth Management reduced its Ally Financial (ALLY) stake by 5.4% in Q1 2021, selling an estimated $85.4K and leaving 35,801 shares worth $1.62M. The position accounts for 0.62% of the portfolio, ranked #66.

Cordatus Wealth Management first reported a position in ALLY in Q3 2020 and has held it in 3 quarters since. 545 funds tracked by Wall St. Rank hold ALLY as of Q1 2021.

  • Cordatus Wealth Management held 35,801 shares of Ally Financial worth $1.62M as of Q1 2021.
  • Cordatus Wealth Management sold 2,040 Ally Financial shares in Q1 2021, an estimated $85.4K.
  • Ally Financial made up 0.62% of Cordatus Wealth Management's portfolio in Q1 2021, its #66 holding.
  • Cordatus Wealth Management first reported a position in Ally Financial in Q3 2020 and has held it in 3 quarters since.
  • 545 funds tracked by Wall St. Rank held Ally Financial as of Q1 2021.

Based on Cordatus Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.