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HBK Sorce Advisory’s Ally Financial ALLY Stock Holding History

HBK Sorce 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
2022
Q2 		– Sell
-5,445
Closed -$237K – 470
2022
Q1 		$237K Sell
5,445
-2,035
-27% -$96.1K 0.01% 460
2021
Q4 		$356K Buy
7,480
+200
+3% +$9.9K 0.02% 408
2021
Q3 		$372K Buy
7,280
+1,000
+16% +$51.7K 0.02% 382
2021
Q2 		$313K Hold
6,280
– – 0.02% 438
2021
Q1 		$284K Buy
+6,280
New +$263K 0.02% 411

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HBK Sorce Advisory's ALLY Position: Q2 2022 in Review

HBK Sorce Advisory sold out of Ally Financial (ALLY) in Q2 2022, closing a stake of 5,445 shares — an estimated $237K sold.

HBK Sorce Advisory first reported a position in ALLY in Q1 2021 and held it in 5 quarters. The position peaked at $372K in Q3 2021. 565 funds tracked by Wall St. Rank hold ALLY as of Q2 2022.

  • HBK Sorce Advisory reported no remaining Ally Financial position as of Q2 2022 after selling out during the quarter.
  • HBK Sorce Advisory sold 5,445 Ally Financial shares in Q2 2022, an estimated $237K.
  • HBK Sorce Advisory first reported a position in Ally Financial in Q1 2021 and held it in 5 quarters.
  • HBK Sorce Advisory's Ally Financial position peaked at $372K in Q3 2021.
  • 565 funds tracked by Wall St. Rank held Ally Financial as of Q2 2022.

Based on HBK Sorce Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.