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Pacific Capital Wealth Advisors’s Ally Financial ALLY Stock Holding History

Pacific Capital 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
2024
Q3 		– Sell
-220
Closed -$8.73K – 495
2024
Q2 		$8.73K Buy
+220
New +$8.59K ﹤0.01% 330

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Pacific Capital Wealth Advisors's ALLY Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Ally Financial (ALLY) in Q3 2024, closing a stake of 220 shares — an estimated $8.73K sold.

Pacific Capital Wealth Advisors first reported a position in ALLY in Q2 2024 and held it in 1 quarter. The position peaked at $8.73K in Q2 2024. 580 funds tracked by Wall St. Rank hold ALLY as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Ally Financial position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 220 Ally Financial shares in Q3 2024, an estimated $8.73K.
  • Pacific Capital Wealth Advisors first reported a position in Ally Financial in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Ally Financial position peaked at $8.73K in Q2 2024.
  • 580 funds tracked by Wall St. Rank held Ally Financial as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.