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Liberty Wealth Management’s Ally Financial ALLY Stock Holding History

Liberty 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
2021
Q4 		– Sell
-62
Closed -$4K – 198
2021
Q3 		$4K Buy
62
+31
+100% +$1.6K ﹤0.01% 961
2021
Q2 		$2K Hold
31
– – ﹤0.01% 895
2021
Q1 		$1K Hold
31
– – ﹤0.01% 848
2020
Q4 		$1K Buy
+31
New +$938 ﹤0.01% 845
2019
Q4 		– Sell
-1,106
Closed -$37K – 897
2019
Q3 		$37K Buy
+1,106
New +$35.8K 0.04% 281

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Liberty Wealth Management's ALLY Position: Q4 2021 in Review

Liberty Wealth Management sold out of Ally Financial (ALLY) in Q4 2021, closing a stake of 62 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in ALLY in Q3 2019 and held it in 5 quarters. The position peaked at $37K in Q3 2019. 611 funds tracked by Wall St. Rank hold ALLY as of Q4 2021.

  • Liberty Wealth Management reported no remaining Ally Financial position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 62 Ally Financial shares in Q4 2021, an estimated $4K.
  • Liberty Wealth Management first reported a position in Ally Financial in Q3 2019 and held it in 5 quarters.
  • Liberty Wealth Management's Ally Financial position peaked at $37K in Q3 2019.
  • 611 funds tracked by Wall St. Rank held Ally Financial as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.