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Iron Horse Wealth Management’s Ally Financial ALLY Stock Holding History

Iron Horse Wealth Management’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
Q2 		– Sell
-100
Closed -$2.55K – 320
2023
Q1 		$2.55K Hold
100
– – ﹤0.01% 235
2022
Q4 		$2K Hold
100
– – ﹤0.01% 191
2022
Q3 		$3K Hold
100
– – ﹤0.01% 108
2022
Q2 		$3K Hold
100
– – ﹤0.01% 166
2022
Q1 		$4K Hold
100
– – ﹤0.01% 166
2021
Q4 		$5K Hold
100
– – ﹤0.01% 138
2021
Q3 		$5K Hold
100
– – ﹤0.01% 131
2021
Q2 		$5K Hold
100
– – ﹤0.01% 139
2021
Q1 		$5K Hold
100
– – ﹤0.01% 131
2020
Q4 		$4K Buy
+100
New +$3.02K ﹤0.01% 133

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $74.9B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return