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INVST’s Ally Financial ALLY Stock Holding History

INVST’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
2023
Q1 		– Sell
-9,127
Closed -$297K – 164
2022
Q4 		$297K Sell
9,127
-2,086
-19% -$55.5K 0.05% 137
2022
Q3 		$322K Sell
11,213
-25
-0.2% -$830 0.06% 136
2022
Q2 		$392K Buy
11,238
+697
+7% +$27.8K 0.06% 137
2022
Q1 		$428K Buy
10,541
+41
+0.4% +$1.94K 0.07% 130
2021
Q4 		$505K Buy
10,500
+2,842
+37% +$141K 0.08% 108
2021
Q3 		$391K Buy
7,658
+473
+7% +$24.5K 0.06% 131
2021
Q2 		$360K Buy
7,185
+1,590
+28% +$81.6K 0.06% 133
2021
Q1 		$288K Buy
+5,595
New +$234K 0.05% 154

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

INVST's ALLY Position: Q1 2023 in Review

INVST sold out of Ally Financial (ALLY) in Q1 2023, closing a stake of 9,127 shares — an estimated $297K sold.

INVST first reported a position in ALLY in Q1 2021 and held it in 8 quarters. The position peaked at $505K in Q4 2021. 501 funds tracked by Wall St. Rank hold ALLY as of Q1 2023.

  • INVST reported no remaining Ally Financial position as of Q1 2023 after selling out during the quarter.
  • INVST sold 9,127 Ally Financial shares in Q1 2023, an estimated $297K.
  • INVST first reported a position in Ally Financial in Q1 2021 and held it in 8 quarters.
  • INVST's Ally Financial position peaked at $505K in Q4 2021.
  • 501 funds tracked by Wall St. Rank held Ally Financial as of Q1 2023.

Based on INVST's 13F filing for Q1 2023, filed 28 Apr 2023.