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Cyndeo Wealth Partners’s Ally Financial ALLY Stock Holding History

Cyndeo 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
2024
Q4 		– Sell
-162,530
Closed -$5.78M – 443
2024
Q3 		$5.78M Buy
162,530
+6,435
+4% +$257K 0.4% 79
2024
Q2 		$6.19M Buy
156,095
+7,354
+5% +$287K 0.48% 59
2024
Q1 		$6.04M Sell
148,741
-15,895
-10% -$581K 0.5% 59
2023
Q4 		$5.75M Buy
164,636
+39,763
+32% +$1.11M 0.53% 51
2023
Q3 		$3.33M Buy
+124,873
New +$3.49M 0.35% 94

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cyndeo Wealth Partners's ALLY Position: Q4 2024 in Review

Cyndeo Wealth Partners sold out of Ally Financial (ALLY) in Q4 2024, closing a stake of 162,530 shares — an estimated $5.78M sold.

Cyndeo Wealth Partners first reported a position in ALLY in Q3 2023 and held it in 5 quarters. The position peaked at $6.19M in Q2 2024. 581 funds tracked by Wall St. Rank hold ALLY as of Q4 2024.

  • Cyndeo Wealth Partners reported no remaining Ally Financial position as of Q4 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 162,530 Ally Financial shares in Q4 2024, an estimated $5.78M.
  • Cyndeo Wealth Partners first reported a position in Ally Financial in Q3 2023 and held it in 5 quarters.
  • Cyndeo Wealth Partners's Ally Financial position peaked at $6.19M in Q2 2024.
  • 581 funds tracked by Wall St. Rank held Ally Financial as of Q4 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2024, filed 21 Jan 2025.