Navis Wealth Advisors’s Ally Financial ALLY Stock Holding History

Navis Wealth Advisors’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 Q1	–	Sell	-3,000	Closed	-$107K	–	113
2020 Q4	$107K	Buy	+3,000	New	+$90.8K	0.1%	117

Other funds holding ALLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Navis Wealth Advisors's ALLY Position: Q1 2021 in Review

Navis Wealth Advisors sold out of Ally Financial (ALLY) in Q1 2021, closing a stake of 3,000 shares — an estimated $107K sold.

Navis Wealth Advisors first reported a position in ALLY in Q4 2020 and held it in 1 quarter. The position peaked at $107K in Q4 2020. 545 funds tracked by Wall St. Rank hold ALLY as of Q1 2021.

Navis Wealth Advisors reported no remaining Ally Financial position as of Q1 2021 after selling out during the quarter.
Navis Wealth Advisors sold 3,000 Ally Financial shares in Q1 2021, an estimated $107K.
Navis Wealth Advisors first reported a position in Ally Financial in Q4 2020 and held it in 1 quarter.
Navis Wealth Advisors's Ally Financial position peaked at $107K in Q4 2020.
545 funds tracked by Wall St. Rank held Ally Financial as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.