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Gerber Kawasaki Wealth & Investment Management’s Ally Financial ALLY Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q4 		– Sell
-99
Closed -$5K – 309
2021
Q3 		$5K Buy
+99
New +$5.12K ﹤0.01% 749

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ALLY Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Ally Financial (ALLY) in Q4 2021, closing a stake of 99 shares — an estimated $5K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ALLY in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 611 funds tracked by Wall St. Rank hold ALLY as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Ally Financial position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 99 Ally Financial shares in Q4 2021, an estimated $5K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Ally Financial in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Ally Financial position peaked at $5K in Q3 2021.
  • 611 funds tracked by Wall St. Rank held Ally Financial as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.