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Kore Private Wealth’s Ally Financial ALLY Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-281
Closed -$5K – 306
2020
Q2 		$5K Sell
281
-2,209
-89% -$37.6K ﹤0.01% 901
2020
Q1 		$36K Buy
2,490
+2,176
+693% +$57.2K 0.01% 479
2019
Q4 		$10K Buy
+314
New +$9.8K ﹤0.01% 736
2019
Q2 		– Sell
-281
Closed -$8K – 251
2019
Q1 		$8K Buy
+281
New +$7.33K ﹤0.01% 655

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 $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Kore Private Wealth's ALLY Position: Q3 2020 in Review

Kore Private Wealth sold out of Ally Financial (ALLY) in Q3 2020, closing a stake of 281 shares — an estimated $5K sold.

Kore Private Wealth first reported a position in ALLY in Q1 2019 and held it in 4 quarters. The position peaked at $36K in Q1 2020. 422 funds tracked by Wall St. Rank hold ALLY as of Q3 2020.

  • Kore Private Wealth reported no remaining Ally Financial position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 281 Ally Financial shares in Q3 2020, an estimated $5K.
  • Kore Private Wealth first reported a position in Ally Financial in Q1 2019 and held it in 4 quarters.
  • Kore Private Wealth's Ally Financial position peaked at $36K in Q1 2020.
  • 422 funds tracked by Wall St. Rank held Ally Financial as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.