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Independent Advisor Alliance’s Ally Financial ALLY Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-20,232
Closed -$618K – 434
2019
Q4 		$618K Buy
20,232
+3,236
+19% +$101K 0.03% 485
2019
Q3 		$564K Sell
16,996
-1,327
-7% -$43K 0.07% 237
2019
Q2 		$568K Sell
18,323
-955
-5% -$28.2K 0.08% 210
2019
Q1 		$530K Buy
19,278
+3
+0% +$78 0.07% 227
2018
Q4 		$437K Sell
19,275
-2,110
-10% -$52.8K 0.08% 226
2018
Q3 		$557K Sell
21,385
-2,031
-9% -$55.1K 0.12% 182
2018
Q2 		$609K Buy
23,416
+2
+0% +$53 0.15% 166
2018
Q1 		$619K Buy
23,414
+669
+3% +$19.2K 0.15% 167
2017
Q4 		$678K Buy
22,745
+8,703
+62% +$231K 0.15% 152
2017
Q3 		$342K Buy
+14,042
New +$313K 0.09% 190

Other funds holding ALLY

Vanguard Group
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return