CreativeOne Wealth’s Ally Financial ALLY Stock Holding History

CreativeOne 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 Q2	–	Sell	-8,919	Closed	-$388K	–	715
2022 Q1	$388K	Buy	+8,919	New	+$421K	0.02%	503

Other funds holding ALLY

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CreativeOne Wealth's ALLY Position: Q2 2022 in Review

CreativeOne Wealth sold out of Ally Financial (ALLY) in Q2 2022, closing a stake of 8,919 shares — an estimated $388K sold.

CreativeOne Wealth first reported a position in ALLY in Q1 2022 and held it in 1 quarter. The position peaked at $388K in Q1 2022. 565 funds tracked by Wall St. Rank hold ALLY as of Q2 2022.

CreativeOne Wealth reported no remaining Ally Financial position as of Q2 2022 after selling out during the quarter.
CreativeOne Wealth sold 8,919 Ally Financial shares in Q2 2022, an estimated $388K.
CreativeOne Wealth first reported a position in Ally Financial in Q1 2022 and held it in 1 quarter.
CreativeOne Wealth's Ally Financial position peaked at $388K in Q1 2022.
565 funds tracked by Wall St. Rank held Ally Financial as of Q2 2022.

Based on CreativeOne Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.