IWA
ALLY icon

IBEX Wealth Advisors’s Ally Financial ALLY Stock Holding History

IBEX Wealth Advisors’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
Q3 		– Sell
-5,838
Closed -$232K – 79
2024
Q2 		$232K Buy
+5,838
New +$228K 0.04% 124
2021
Q4 		– Sell
-67,016
Closed -$3.42M – 199
2021
Q3 		$3.42M Buy
67,016
+10,458
+18% +$541K 0.66% 64
2021
Q2 		$2.82M Buy
+56,558
New +$2.9M 0.56% 73

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

IBEX Wealth Advisors's ALLY Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Ally Financial (ALLY) in Q3 2024, closing a stake of 5,838 shares — an estimated $232K sold.

IBEX Wealth Advisors first reported a position in ALLY in Q2 2021 and held it in 3 quarters. The position peaked at $3.42M in Q3 2021. 579 funds tracked by Wall St. Rank hold ALLY as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Ally Financial position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 5,838 Ally Financial shares in Q3 2024, an estimated $232K.
  • IBEX Wealth Advisors first reported a position in Ally Financial in Q2 2021 and held it in 3 quarters.
  • IBEX Wealth Advisors's Ally Financial position peaked at $3.42M in Q3 2021.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.