Evolution Wealth Advisors’s Ally Financial ALLY Stock Holding History

Evolution Wealth Advisors’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 Q2	–	Sell	-471	Closed	-$21K	–	628
2021 Q1	$21K	Sell	471 -3	-0.6%	-$126	﹤0.01%	286
2020 Q4	$17K	Sell	474 -79	-14%	-$2.39K	﹤0.01%	280
2020 Q3	$14K	Buy	+553	New	+$12.4K	﹤0.01%	307

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Evolution Wealth Advisors's ALLY Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of Ally Financial (ALLY) in Q2 2021, closing a stake of 471 shares — an estimated $21K sold.

Evolution Wealth Advisors first reported a position in ALLY in Q3 2020 and held it in 3 quarters. The position peaked at $21K in Q1 2021. 613 funds tracked by Wall St. Rank hold ALLY as of Q2 2021.

Evolution Wealth Advisors reported no remaining Ally Financial position as of Q2 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 471 Ally Financial shares in Q2 2021, an estimated $21K.
Evolution Wealth Advisors first reported a position in Ally Financial in Q3 2020 and held it in 3 quarters.
Evolution Wealth Advisors's Ally Financial position peaked at $21K in Q1 2021.
613 funds tracked by Wall St. Rank held Ally Financial as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.