FWM
ALLY icon

Focused Wealth Management’s Ally Financial ALLY Stock Holding History

Focused 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
Q3 		– Sell
-13,000
Closed -$29K – 693
2019
Q2 		$29K Buy
+13,000
New +$384K 0.01% 373

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Focused Wealth Management's ALLY Position: Q3 2022 in Review

Focused Wealth Management sold out of Ally Financial (ALLY) in Q3 2022, closing a stake of 2,000 shares — an estimated $67K sold.

Focused Wealth Management first reported a position in ALLY in Q1 2018 and held it in 17 quarters. The position peaked at $199K in Q3 2021. 528 funds tracked by Wall St. Rank hold ALLY as of Q3 2022.

  • Focused Wealth Management reported no remaining Ally Financial position as of Q3 2022 after selling out during the quarter.
  • Focused Wealth Management sold 2,000 Ally Financial shares in Q3 2022, an estimated $67K.
  • Focused Wealth Management first reported a position in Ally Financial in Q1 2018 and held it in 17 quarters.
  • Focused Wealth Management's Ally Financial position peaked at $199K in Q3 2021.
  • 528 funds tracked by Wall St. Rank held Ally Financial as of Q3 2022.

Based on Focused Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.