Gradient Investments’s Ally Financial ALLY Stock Holding History

Gradient Investments’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 Q2	–	Sell	-25	Closed	-$1.01K	–	1382
2024 Q1	$1.01K	Sell	25 -40	-62%	-$1.46K	﹤0.01%	905
2023 Q4	$2.27K	Hold	65	–	–	﹤0.01%	1196
2023 Q3	$1.73K	Buy	65 +25	+63%	+$698	﹤0.01%	1212
2023 Q2	$1.08K	Buy	+40	New	+$1.06K	﹤0.01%	1340
2022 Q4	–	Sell	-239	Closed	-$7K	–	1505
2022 Q3	$7K	Buy	239 +51	+27%	+$1.69K	﹤0.01%	864
2022 Q2	$6K	Buy	+188	New	+$7.51K	﹤0.01%	857
2018 Q2	–	Sell	-49	Closed	-$1K	–	976
2018 Q1	$1K	Hold	49	–	–	﹤0.01%	869
2017 Q4	$1K	Buy	+49	New	+$1.3K	﹤0.01%	857
2015 Q4	–	Sell	-5	Closed	–	–	669
2015 Q3	$0	Buy	+5	New	+$109	﹤0.01%	588

Other funds holding ALLY

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return