Next Financial Group’s Ally Financial ALLY Stock Holding History

Next Financial Group’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	$20K	Buy	424 +41	+11%	+$2.03K	﹤0.01%	1876
2021 Q3	$19K	Sell	383 -228	-37%	-$11.8K	﹤0.01%	1809
2021 Q2	$30K	Buy	611 +338	+124%	+$17.3K	﹤0.01%	1595
2021 Q1	$13K	Sell	273 -18	-6%	-$753	﹤0.01%	1784
2020 Q4	$11K	Sell	291 -70	-19%	-$2.12K	﹤0.01%	1740
2020 Q3	$10K	Buy	+361	New	+$8.07K	﹤0.01%	1612
2020 Q1	–	Sell	-320	Closed	-$10K	–	2110
2019 Q4	$10K	Sell	320 -7,999	-96%	-$250K	﹤0.01%	1756
2019 Q3	$276K	Buy	8,319 +8,287	+25,897%	+$269K	0.03%	539
2019 Q2	$1K	Hold	32	–	–	﹤0.01%	2185
2019 Q1	$1K	Sell	32 -3,768	-99%	-$98.3K	﹤0.01%	1531
2018 Q4	$86K	Sell	3,800 -2,000	-34%	-$50K	0.02%	633
2018 Q3	$153K	Buy	+5,800	New	+$157K	0.07%	261
2015 Q4	–	Sell	-4	Closed	–	–	1765
2015 Q3	$0	Hold	4	–	–	﹤0.01%	1807
2015 Q2	$0	Buy	+4	New	+$88	﹤0.01%	1832

Other funds holding ALLY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's ALLY Position: Q4 2021 in Review

Next Financial Group increased its Ally Financial (ALLY) stake by 11% in Q4 2021, buying an estimated $2.03K and bringing the position to 424 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Next Financial Group first reported a position in ALLY in Q2 2015 and has held it in 14 quarters since. The position peaked at $276K in Q3 2019. 610 funds tracked by Wall St. Rank hold ALLY as of Q4 2021.

Next Financial Group held 424 shares of Ally Financial worth $20K as of Q4 2021.
Next Financial Group bought 41 Ally Financial shares in Q4 2021, an estimated $2.03K.
Ally Financial made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1876 holding.
Next Financial Group first reported a position in Ally Financial in Q2 2015 and has held it in 14 quarters since.
Next Financial Group's Ally Financial position peaked at $276K in Q3 2019.
610 funds tracked by Wall St. Rank held Ally Financial as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.