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Laurel Wealth Advisors (California)’s Ally Financial ALLY Stock Holding History

Laurel Wealth Advisors (California)’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 		$943K Sell
38,560
-3,800
-9% -$101K 0.09% 223
2022
Q3 		$1.18M Hold
42,360
– – 0.13% 181
2022
Q2 		$1.42M Hold
42,360
– – 0.14% 153
2022
Q1 		$1.84M Buy
42,360
+24,000
+131% +$1.13M 0.15% 145
2021
Q4 		$874K Buy
+18,360
New +$909K 0.07% 296

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Laurel Wealth Advisors (California)'s ALLY Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Ally Financial (ALLY) stake by 9% in Q4 2022, selling an estimated $101K and leaving 38,560 shares worth $943K. The position accounts for 0.09% of the portfolio, ranked #223.

Laurel Wealth Advisors (California) first reported a position in ALLY in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.84M in Q1 2022. 508 funds tracked by Wall St. Rank hold ALLY as of Q4 2022.

  • Laurel Wealth Advisors (California) held 38,560 shares of Ally Financial worth $943K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 3,800 Ally Financial shares in Q4 2022, an estimated $101K.
  • Ally Financial made up 0.09% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #223 holding.
  • Laurel Wealth Advisors (California) first reported a position in Ally Financial in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Ally Financial position peaked at $1.84M in Q1 2022.
  • 508 funds tracked by Wall St. Rank held Ally Financial as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.