Dougherty Wealth Advisers’s Ally Financial ALLY Stock Holding History

Dougherty Wealth Advisers’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 Q4	–	Sell	-13	Closed	–	–	132
2022 Q3	$0	Buy	+13	New	+$432	﹤0.01%	136

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dougherty Wealth Advisers's ALLY Position: Q4 2022 in Review

Dougherty Wealth Advisers sold out of Ally Financial (ALLY) in Q4 2022, closing a stake of 13 shares.

Dougherty Wealth Advisers first reported a position in ALLY in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 508 funds tracked by Wall St. Rank hold ALLY as of Q4 2022.

Dougherty Wealth Advisers reported no remaining Ally Financial position as of Q4 2022 after selling out during the quarter.
Dougherty Wealth Advisers sold 13 Ally Financial shares in Q4 2022.
Dougherty Wealth Advisers first reported a position in Ally Financial in Q3 2022 and held it in 1 quarter.
Dougherty Wealth Advisers's Ally Financial position peaked at $0 in Q3 2022.
508 funds tracked by Wall St. Rank held Ally Financial as of Q4 2022.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2022, filed 19 Jan 2023.