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Glassman Wealth Services’s Ally Financial ALLY Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-33
Closed -$1.15K – 272
2023
Q4 		$1.15K Sell
33
-90
-73% -$2.51K ﹤0.01% 1500
2023
Q3 		$3.28K Hold
123
– – ﹤0.01% 1187
2023
Q2 		$3.32K Buy
123
+63
+105% +$1.68K ﹤0.01% 1107
2023
Q1 		$1.53K Buy
60
+6
+11% +$172 ﹤0.01% 1316
2022
Q4 		$1.32K Sell
54
-106
-66% -$2.82K ﹤0.01% 1354
2022
Q3 		$4K Sell
160
-12
-7% -$399 ﹤0.01% 1026
2022
Q2 		$6K Sell
172
-12
-7% -$479 ﹤0.01% 933
2022
Q1 		$8K Buy
184
+105
+133% +$4.96K ﹤0.01% 880
2021
Q4 		$4K Buy
79
+33
+72% +$1.63K ﹤0.01% 1018
2021
Q3 		$2K Buy
46
+7
+18% +$362 ﹤0.01% 1127
2021
Q2 		$2K Hold
39
– – ﹤0.01% 1104
2021
Q1 		$2K Buy
39
+6
+18% +$251 ﹤0.01% 1056
2020
Q4 		$1K Hold
33
– – ﹤0.01% 1145
2020
Q3 		$1K Hold
33
– – ﹤0.01% 1084
2020
Q2 		$1K Buy
33
+9
+38% +$153 ﹤0.01% 947
2020
Q1 		$0 Sell
24
-11
-31% -$289 ﹤0.01% 1103
2019
Q4 		$1K Buy
35
+17
+94% +$531 ﹤0.01% 839
2019
Q3 		$1K Buy
18
+10
+125% +$324 ﹤0.01% 772
2019
Q2 		$0 Buy
+8
New +$236 ﹤0.01% 1048

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Glassman Wealth Services's ALLY Position: Q1 2024 in Review

Glassman Wealth Services sold out of Ally Financial (ALLY) in Q1 2024, closing a stake of 33 shares — an estimated $1.15K sold.

Glassman Wealth Services first reported a position in ALLY in Q2 2019 and held it in 19 quarters. The position peaked at $8K in Q1 2022. 550 funds tracked by Wall St. Rank hold ALLY as of Q1 2024.

  • Glassman Wealth Services reported no remaining Ally Financial position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 33 Ally Financial shares in Q1 2024, an estimated $1.15K.
  • Glassman Wealth Services first reported a position in Ally Financial in Q2 2019 and held it in 19 quarters.
  • Glassman Wealth Services's Ally Financial position peaked at $8K in Q1 2022.
  • 550 funds tracked by Wall St. Rank held Ally Financial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.