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MorganRosel Wealth Management’s Ally Financial ALLY Stock Holding History

MorganRosel 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
2022
Q3 		– Sell
-17,989
Closed -$603K – 90
2022
Q2 		$603K Sell
17,989
-86
-0.5% -$3.44K 0.32% 56
2022
Q1 		$786K Sell
18,075
-4,153
-19% -$196K 0.38% 54
2021
Q4 		$1.06M Buy
22,228
+2,435
+12% +$121K 0.51% 35
2021
Q3 		$1.01M Buy
19,793
+479
+2% +$24.8K 0.55% 29
2021
Q2 		$963K Buy
19,314
+665
+4% +$34.1K 0.54% 35
2021
Q1 		$843K Buy
+18,649
New +$780K 0.53% 39

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MorganRosel Wealth Management's ALLY Position: Q3 2022 in Review

MorganRosel Wealth Management sold out of Ally Financial (ALLY) in Q3 2022, closing a stake of 17,989 shares — an estimated $603K sold.

MorganRosel Wealth Management first reported a position in ALLY in Q1 2021 and held it in 6 quarters. The position peaked at $1.06M in Q4 2021. 527 funds tracked by Wall St. Rank hold ALLY as of Q3 2022.

  • MorganRosel Wealth Management reported no remaining Ally Financial position as of Q3 2022 after selling out during the quarter.
  • MorganRosel Wealth Management sold 17,989 Ally Financial shares in Q3 2022, an estimated $603K.
  • MorganRosel Wealth Management first reported a position in Ally Financial in Q1 2021 and held it in 6 quarters.
  • MorganRosel Wealth Management's Ally Financial position peaked at $1.06M in Q4 2021.
  • 527 funds tracked by Wall St. Rank held Ally Financial as of Q3 2022.

Based on MorganRosel Wealth Management's 13F filing for Q3 2022, filed 14 Oct 2022.