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MBL Wealth’s Ally Financial ALLY Stock Holding History

MBL 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
2024
Q2 		– Sell
-6,823
Closed -$277K – 208
2024
Q1 		$277K Buy
6,823
+160
+2% +$5.84K 0.03% 161
2023
Q4 		$233K Buy
+6,663
New +$186K 0.03% 162
2022
Q3 		– Sell
-6,663
Closed -$223K – 159
2022
Q2 		$223K Hold
6,663
– – 0.06% 127
2022
Q1 		$290K Buy
+6,663
New +$315K 0.07% 135
2021
Q1 		$271K Buy
+6,000
New +$251K 0.09% 126

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $75.4B AUM 14.46% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MBL Wealth's ALLY Position: Q2 2024 in Review

MBL Wealth sold out of Ally Financial (ALLY) in Q2 2024, closing a stake of 6,823 shares — an estimated $277K sold.

MBL Wealth first reported a position in ALLY in Q1 2021 and held it in 5 quarters. The position peaked at $290K in Q1 2022. 579 funds tracked by Wall St. Rank hold ALLY as of Q2 2024.

  • MBL Wealth reported no remaining Ally Financial position as of Q2 2024 after selling out during the quarter.
  • MBL Wealth sold 6,823 Ally Financial shares in Q2 2024, an estimated $277K.
  • MBL Wealth first reported a position in Ally Financial in Q1 2021 and held it in 5 quarters.
  • MBL Wealth's Ally Financial position peaked at $290K in Q1 2022.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q2 2024.

Based on MBL Wealth's 13F filing for Q2 2024, filed 19 Jul 2024.