DWM
ALLY icon

Drive Wealth Management’s Ally Financial ALLY Stock Holding History

Drive 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
Q1 		– Sell
-13,987
Closed -$342K – 293
2022
Q4 		$342K Sell
13,987
-296
-2% -$7.87K 0.17% 145
2022
Q3 		$398K Buy
14,283
+469
+3% +$15.6K 0.38% 77
2022
Q2 		$463K Buy
+13,814
New +$552K 0.42% 63

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Drive Wealth Management's ALLY Position: Q1 2023 in Review

Drive Wealth Management sold out of Ally Financial (ALLY) in Q1 2023, closing a stake of 13,987 shares — an estimated $342K sold.

Drive Wealth Management first reported a position in ALLY in Q2 2022 and held it in 3 quarters. The position peaked at $463K in Q2 2022. 501 funds tracked by Wall St. Rank hold ALLY as of Q1 2023.

  • Drive Wealth Management reported no remaining Ally Financial position as of Q1 2023 after selling out during the quarter.
  • Drive Wealth Management sold 13,987 Ally Financial shares in Q1 2023, an estimated $342K.
  • Drive Wealth Management first reported a position in Ally Financial in Q2 2022 and held it in 3 quarters.
  • Drive Wealth Management's Ally Financial position peaked at $463K in Q2 2022.
  • 501 funds tracked by Wall St. Rank held Ally Financial as of Q1 2023.

Based on Drive Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.