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	–	447
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

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return