GoalVest Advisory’s Ally Financial ALLY Stock Holding History

GoalVest Advisory’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
2023 Q1	–	Sell	-127	Closed	-$3.1K	–	256
2022 Q4	$3.1K	Hold	127	–	–	﹤0.01%	210
2022 Q3	$4K	Hold	127	–	–	﹤0.01%	213
2022 Q2	$4K	Sell	127 -395	-76%	-$15.8K	﹤0.01%	269
2022 Q1	$23K	Buy	+522	New	+$24.6K	0.01%	187
2021 Q2	$6K	Buy	+127	New	+$6.52K	﹤0.01%	208

Other funds holding ALLY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

GoalVest Advisory's ALLY Position: Q1 2023 in Review

GoalVest Advisory sold out of Ally Financial (ALLY) in Q1 2023, closing a stake of 127 shares — an estimated $3.1K sold.

GoalVest Advisory first reported a position in ALLY in Q2 2021 and held it in 5 quarters. The position peaked at $23K in Q1 2022. 501 funds tracked by Wall St. Rank hold ALLY as of Q1 2023.

GoalVest Advisory reported no remaining Ally Financial position as of Q1 2023 after selling out during the quarter.
GoalVest Advisory sold 127 Ally Financial shares in Q1 2023, an estimated $3.1K.
GoalVest Advisory first reported a position in Ally Financial in Q2 2021 and held it in 5 quarters.
GoalVest Advisory's Ally Financial position peaked at $23K in Q1 2022.
501 funds tracked by Wall St. Rank held Ally Financial as of Q1 2023.

Based on GoalVest Advisory's 13F filing for Q1 2023, filed 3 Apr 2023.