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KCS Wealth Advisory’s Ally Financial ALLY Stock Holding History

KCS Wealth Advisory’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
Q3 		$1.04M Sell
38,930
-10,980
-22% -$307K 0.44% 63
2023
Q2 		$1.35M Buy
49,910
+533
+1% +$14.2K 0.47% 57
2023
Q1 		$1.26M Buy
49,377
+14,664
+42% +$420K 0.48% 60
2022
Q4 		$849K Buy
34,713
+11,009
+46% +$293K 0.35% 76
2022
Q3 		$660K Buy
+23,704
New +$787K 0.3% 90

Other funds holding ALLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

KCS Wealth Advisory's ALLY Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Ally Financial (ALLY) stake by 22% in Q3 2023, selling an estimated $307K and leaving 38,930 shares worth $1.04M. The position accounts for 0.44% of the portfolio, ranked #63.

KCS Wealth Advisory first reported a position in ALLY in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.35M in Q2 2023. 477 funds tracked by Wall St. Rank hold ALLY as of Q3 2023.

  • KCS Wealth Advisory held 38,930 shares of Ally Financial worth $1.04M as of Q3 2023.
  • KCS Wealth Advisory sold 10,980 Ally Financial shares in Q3 2023, an estimated $307K.
  • Ally Financial made up 0.44% of KCS Wealth Advisory's portfolio in Q3 2023, its #63 holding.
  • KCS Wealth Advisory first reported a position in Ally Financial in Q3 2022 and has held it in 5 quarters since.
  • KCS Wealth Advisory's Ally Financial position peaked at $1.35M in Q2 2023.
  • 477 funds tracked by Wall St. Rank held Ally Financial as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.