LPWM
ALLY icon

Lake Point Wealth Management’s Ally Financial ALLY Stock Holding History

Lake Point 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
2020
Q1 		$6K Buy
+5
New +$131 0.01% 144

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 $75B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lake Point Wealth Management's ALLY Position: Q1 2020 in Review

Lake Point Wealth Management opened a new position in Ally Financial (ALLY) in Q1 2020: 350 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #157 among its holdings.

423 funds tracked by Wall St. Rank hold ALLY as of Q1 2020.

  • Lake Point Wealth Management held 350 shares of Ally Financial worth $5K as of Q1 2020.
  • Ally Financial was a new Lake Point Wealth Management position in Q1 2020.
  • Ally Financial made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #157 holding.
  • 423 funds tracked by Wall St. Rank held Ally Financial as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.