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Heritage Wealth Management (Arizona)’s Ally Financial ALLY Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$17.5K Buy
716
+358
+100% +$9.52K ﹤0.01% 687
2022
Q3 		$10K Buy
358
+106
+42% +$3.52K ﹤0.01% 643
2022
Q2 		$8.45K Hold
252
– – ﹤0.01% 689
2022
Q1 		$11K Buy
+252
New +$11.9K ﹤0.01% 691
2021
Q3 		$13K Hold
252
– – ﹤0.01% 619
2021
Q2 		$13K Buy
+252
New +$12.9K ﹤0.01% 624

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ALLY Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Ally Financial (ALLY) stake by 100% in Q4 2022, buying an estimated $9.52K and bringing the position to 716 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Heritage Wealth Management (Arizona) first reported a position in ALLY in Q2 2021 and has held it in 6 quarters since. 508 funds tracked by Wall St. Rank hold ALLY as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 716 shares of Ally Financial worth $17.5K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 358 Ally Financial shares in Q4 2022, an estimated $9.52K.
  • Ally Financial made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #687 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Ally Financial in Q2 2021 and has held it in 6 quarters since.
  • 508 funds tracked by Wall St. Rank held Ally Financial as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.