Endurance Wealth Management’s Ally Financial ALLY Stock Holding History

Endurance 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 Q2	$8K	Hold	307	–	–	﹤0.01%	509
2023 Q1	$8K	Hold	307	–	–	﹤0.01%	515
2022 Q4	$8K	Sell	307 -5,000	-94%	-$133K	﹤0.01%	491
2022 Q3	$148K	Buy	5,307 +5,000	+1,629%	+$166K	0.02%	213
2022 Q2	$10K	Hold	307	–	–	﹤0.01%	482
2022 Q1	$13K	Hold	307	–	–	﹤0.01%	492
2021 Q4	$15K	Hold	307	–	–	﹤0.01%	472
2021 Q3	$16K	Hold	307	–	–	﹤0.01%	484
2021 Q2	$15K	Hold	307	–	–	﹤0.01%	489
2021 Q1	$14K	Hold	307	–	–	﹤0.01%	496
2020 Q4	$11K	Hold	307	–	–	﹤0.01%	480
2020 Q3	$8K	Hold	307	–	–	﹤0.01%	489
2020 Q2	$6K	Hold	307	–	–	﹤0.01%	498
2020 Q1	$4K	Hold	307	–	–	﹤0.01%	480
2019 Q4	$9K	Hold	307	–	–	﹤0.01%	428
2019 Q3	$10K	Buy	+307	New	+$9.95K	﹤0.01%	417

Other funds holding ALLY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Endurance Wealth Management's ALLY Position: Q2 2023 in Review

Endurance Wealth Management held its Ally Financial (ALLY) position steady in Q2 2023 at 307 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Endurance Wealth Management first reported a position in ALLY in Q3 2019 and has held it in 16 quarters since. The position peaked at $148K in Q3 2022. 508 funds tracked by Wall St. Rank hold ALLY as of Q2 2023.

Endurance Wealth Management held 307 shares of Ally Financial worth $8K as of Q2 2023.
Endurance Wealth Management left its Ally Financial share count unchanged in Q2 2023.
Ally Financial made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #509 holding.
Endurance Wealth Management first reported a position in Ally Financial in Q3 2019 and has held it in 16 quarters since.
Endurance Wealth Management's Ally Financial position peaked at $148K in Q3 2022.
508 funds tracked by Wall St. Rank held Ally Financial as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.