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JMPWA
JP Morgan Private Wealth Advisors’s
Ally Financial
ALLY
Stock Holding History
JP Morgan Private 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
2022
Q4
–
Sell
-9,508
Closed
-$265K
–
1923
2022
Q3
$265K
Sell
9,508
-715
-7%
-$23.7K
﹤0.01%
1706
2022
Q2
$343K
Sell
10,223
-912
-8%
-$36.4K
﹤0.01%
1594
2022
Q1
$484K
Buy
11,135
+1,589
+17%
+$75K
﹤0.01%
1551
2021
Q4
$454K
Buy
9,546
+1,924
+25%
+$95.3K
﹤0.01%
1589
2021
Q3
$389K
Buy
7,622
+48
+0.6%
+$2.48K
﹤0.01%
1603
2021
Q2
$377K
Sell
7,574
-1,531
-17%
-$78.6K
﹤0.01%
1592
2021
Q1
$412K
Sell
9,105
-5,971
-40%
-$250K
﹤0.01%
1395
2020
Q4
$538K
Sell
15,076
-7,146
-32%
-$216K
﹤0.01%
1263
2020
Q3
$557K
Buy
22,222
+2,686
+14%
+$60K
﹤0.01%
1108
2020
Q2
$387K
Sell
19,536
-17,349
-47%
-$295K
﹤0.01%
1211
2020
Q1
$532K
Sell
36,885
-7,832
-18%
-$206K
﹤0.01%
911
2019
Q4
$1.37M
Sell
44,717
-84
-0.2%
-$2.62K
0.01%
696
2019
Q3
$1.49M
Buy
44,801
+4,845
+12%
+$157K
0.01%
645
2019
Q2
$1.24M
Sell
39,956
-976
-2%
-$28.8K
0.01%
696
2019
Q1
$1.13M
Buy
40,932
+11,358
+38%
+$296K
0.01%
752
2018
Q4
$670K
Buy
29,574
+14,380
+95%
+$360K
﹤0.01%
869
2018
Q3
$402K
Buy
15,194
+1,771
+13%
+$48.1K
﹤0.01%
1165
2018
Q2
$353K
Buy
13,423
+2,292
+21%
+$61.2K
﹤0.01%
1145
2018
Q1
$302K
Buy
+11,131
New
+$319K
﹤0.01%
1037
Other funds holding ALLY
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Berkshire Hathaway
Omaha, Nebraska
$263B AUM
16.68%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$74.9B AUM
11.27%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
OCM
Oaktree Capital Management
Los Angeles, California
$5.91B AUM
42.97%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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