Golden State Equity Partners’s Ally Financial ALLY Stock Holding History

Golden State Equity Partners’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	-5,790	Closed	-$296K	–	183
2021 Q3	$296K	Sell	5,790 -5,386	-48%	-$279K	0.12%	170
2021 Q2	$557K	Sell	11,176 -1,258	-10%	-$64.6K	0.21%	114
2021 Q1	$562K	Sell	12,434 -321	-3%	-$13.4K	0.32%	83
2020 Q4	$454K	Buy	+12,755	New	+$386K	0.31%	88

Other funds holding ALLY

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Golden State Equity Partners's ALLY Position: Q4 2021 in Review

Golden State Equity Partners sold out of Ally Financial (ALLY) in Q4 2021, closing a stake of 5,790 shares — an estimated $296K sold.

Golden State Equity Partners first reported a position in ALLY in Q4 2020 and held it in 4 quarters. The position peaked at $562K in Q1 2021. 611 funds tracked by Wall St. Rank hold ALLY as of Q4 2021.

Golden State Equity Partners reported no remaining Ally Financial position as of Q4 2021 after selling out during the quarter.
Golden State Equity Partners sold 5,790 Ally Financial shares in Q4 2021, an estimated $296K.
Golden State Equity Partners first reported a position in Ally Financial in Q4 2020 and held it in 4 quarters.
Golden State Equity Partners's Ally Financial position peaked at $562K in Q1 2021.
611 funds tracked by Wall St. Rank held Ally Financial as of Q4 2021.

Based on Golden State Equity Partners's 13F filing for Q4 2021, filed 11 Feb 2022.