Evermay Wealth Management’s Ally Financial ALLY Stock Holding History

Evermay 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
2021 Q3	–	Sell	-75	Closed	-$4K	–	453
2021 Q2	$4K	Buy	+75	New	+$3.85K	﹤0.01%	456

Other funds holding ALLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

OCM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Evermay Wealth Management's ALLY Position: Q3 2021 in Review

Evermay Wealth Management sold out of Ally Financial (ALLY) in Q3 2021, closing a stake of 75 shares — an estimated $4K sold.

Evermay Wealth Management first reported a position in ALLY in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 607 funds tracked by Wall St. Rank hold ALLY as of Q3 2021.

Evermay Wealth Management reported no remaining Ally Financial position as of Q3 2021 after selling out during the quarter.
Evermay Wealth Management sold 75 Ally Financial shares in Q3 2021, an estimated $4K.
Evermay Wealth Management first reported a position in Ally Financial in Q2 2021 and held it in 1 quarter.
Evermay Wealth Management's Ally Financial position peaked at $4K in Q2 2021.
607 funds tracked by Wall St. Rank held Ally Financial as of Q3 2021.

Based on Evermay Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.