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Dakota Wealth Management’s Ally Financial ALLY Stock Holding History

Dakota 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
2023
Q4 		– Sell
-41,367
Closed -$1.1M – 660
2023
Q3 		$1.1M Buy
41,367
+558
+1% +$15.6K 0.05% 275
2023
Q2 		$1.1M Sell
40,809
-2,733
-6% -$72.7K 0.05% 243
2023
Q1 		$1.11M Buy
43,542
+57
+0.1% +$1.63K 0.07% 215
2022
Q4 		$1.06M Buy
43,485
+12,046
+38% +$320K 0.08% 218
2022
Q3 		$875K Buy
31,439
+9,335
+42% +$310K 0.07% 230
2022
Q2 		$741K Buy
22,104
+15,256
+223% +$609K 0.07% 223
2022
Q1 		$298K Buy
+6,848
New +$323K 0.02% 363
2019
Q4 		– Sell
-6,902
Closed -$229K – 307
2019
Q3 		$229K Sell
6,902
-1,144
-14% -$37.1K 0.04% 268
2019
Q2 		$252K Sell
8,046
-30
-0.4% -$885 0.05% 246
2019
Q1 		$221K Buy
+8,076
New +$211K 0.04% 272
2018
Q4 		– Sell
-9,498
Closed -$251K – 279
2018
Q3 		$251K Buy
9,498
+53
+0.6% +$1.44K 0.06% 236
2018
Q2 		$248K Buy
+9,445
New +$252K 0.07% 181

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $75.4B AUM 14.46% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dakota Wealth Management's ALLY Position: Q4 2023 in Review

Dakota Wealth Management sold out of Ally Financial (ALLY) in Q4 2023, closing a stake of 41,367 shares — an estimated $1.1M sold.

Dakota Wealth Management first reported a position in ALLY in Q2 2018 and held it in 12 quarters. The position peaked at $1.11M in Q1 2023. 526 funds tracked by Wall St. Rank hold ALLY as of Q4 2023.

  • Dakota Wealth Management reported no remaining Ally Financial position as of Q4 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 41,367 Ally Financial shares in Q4 2023, an estimated $1.1M.
  • Dakota Wealth Management first reported a position in Ally Financial in Q2 2018 and held it in 12 quarters.
  • Dakota Wealth Management's Ally Financial position peaked at $1.11M in Q1 2023.
  • 526 funds tracked by Wall St. Rank held Ally Financial as of Q4 2023.

Based on Dakota Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.