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Pathstone Family Office’s Ally Financial ALLY Stock Holding History

Pathstone Family Office’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
2023
Q3 		$234K Buy
+8,772
New +$245K ﹤0.01% 1420
2021
Q4 		– Sell
-4,762
Closed -$244K – 901
2021
Q3 		$244K Buy
+4,762
New +$246K 0.01% 738
2019
Q4 		– Sell
-225
Closed -$7K – 422
2019
Q3 		$7K Sell
225
-4,775
-96% -$155K ﹤0.01% 513
2019
Q2 		$154K Buy
+5,000
New +$148K 0.02% 213
2019
Q1 		– Sell
-6,000
Closed -$136K – 884
2018
Q4 		$136K Buy
+6,000
New +$150K 0.04% 108
2018
Q2 		– Sell
-1,040
Closed -$28K – 160
2018
Q1 		$28K Buy
+1,040
New +$29.8K 0.02% 136
2017
Q2 		– Sell
-75
Closed -$2K – 392
2017
Q1 		$2K Buy
+75
New +$1.59K ﹤0.01% 367

Other funds holding ALLY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Moore Capital Management New York $2.75B AUM 35.41% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return