Edge Wealth Management’s Ally Financial ALLY Stock Holding History

Edge 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
2022 Q1	–	Sell	-42	Closed	-$2K	–	113
2021 Q4	$2K	Hold	42	–	–	﹤0.01%	407
2021 Q3	$2K	Buy	+42	New	+$2.17K	﹤0.01%	419
2020 Q3	–	Sell	-303	Closed	-$6K	–	446
2020 Q2	$6K	Hold	303	–	–	﹤0.01%	516
2020 Q1	$5K	Hold	303	–	–	﹤0.01%	469
2019 Q4	$9K	Hold	303	–	–	﹤0.01%	427
2019 Q3	$10K	Hold	303	–	–	﹤0.01%	405
2019 Q2	$9K	Hold	303	–	–	﹤0.01%	422
2019 Q1	$8K	Hold	303	–	–	﹤0.01%	418
2018 Q4	$7K	Hold	303	–	–	﹤0.01%	432
2018 Q3	$8K	Hold	303	–	–	﹤0.01%	453
2018 Q2	$8K	Hold	303	–	–	﹤0.01%	440
2018 Q1	$8K	Hold	303	–	–	﹤0.01%	404
2017 Q4	$8K	Hold	303	–	–	﹤0.01%	399
2017 Q3	$7K	Hold	303	–	–	﹤0.01%	405
2017 Q2	$6K	Hold	303	–	–	﹤0.01%	417
2017 Q1	$6K	Hold	303	–	–	﹤0.01%	393
2016 Q4	$6K	Hold	303	–	–	﹤0.01%	376
2016 Q3	$6K	Sell	303 -4	-1%	-$74	﹤0.01%	376
2016 Q2	$5K	Buy	+307	New	+$5.3K	﹤0.01%	364

Other funds holding ALLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Edge Wealth Management's ALLY Position: Q1 2022 in Review

Edge Wealth Management sold out of Ally Financial (ALLY) in Q1 2022, closing a stake of 42 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in ALLY in Q2 2016 and held it in 19 quarters. The position peaked at $10K in Q3 2019. 618 funds tracked by Wall St. Rank hold ALLY as of Q1 2022.

Edge Wealth Management reported no remaining Ally Financial position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 42 Ally Financial shares in Q1 2022, an estimated $2K.
Edge Wealth Management first reported a position in Ally Financial in Q2 2016 and held it in 19 quarters.
Edge Wealth Management's Ally Financial position peaked at $10K in Q3 2019.
618 funds tracked by Wall St. Rank held Ally Financial as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.