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Executive Wealth Management’s Ally Financial ALLY Stock Holding History

Executive 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
2019
Q2 		– Sell
-50
Closed -$1K – 893
2019
Q1 		$1K Sell
50
-53
-51% -$1.38K ﹤0.01% 769
2018
Q4 		$2K Buy
+103
New +$2.58K ﹤0.01% 752

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Executive Wealth Management's ALLY Position: Q2 2019 in Review

Executive Wealth Management sold out of Ally Financial (ALLY) in Q2 2019, closing a stake of 50 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in ALLY in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2018. 432 funds tracked by Wall St. Rank hold ALLY as of Q2 2019.

  • Executive Wealth Management reported no remaining Ally Financial position as of Q2 2019 after selling out during the quarter.
  • Executive Wealth Management sold 50 Ally Financial shares in Q2 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in Ally Financial in Q4 2018 and held it in 2 quarters.
  • Executive Wealth Management's Ally Financial position peaked at $2K in Q4 2018.
  • 432 funds tracked by Wall St. Rank held Ally Financial as of Q2 2019.

Based on Executive Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.