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Patriot Financial Group Insurance Agency’s Ally Financial ALLY Stock Holding History

Patriot Financial Group Insurance Agency’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
-1,008
Closed -$34K – 461
2022
Q2 		$34K Sell
1,008
-1,002
-50% -$40K 0.01% 853
2022
Q1 		$87K Sell
2,010
-89
-4% -$4.2K 0.02% 622
2021
Q4 		$100K Sell
2,099
-45
-2% -$2.23K 0.02% 656
2021
Q3 		$109K Buy
2,144
+47
+2% +$2.43K 0.02% 621
2021
Q2 		$105K Buy
2,097
+315
+18% +$16.2K 0.02% 607
2021
Q1 		$81K Buy
1,782
+1,022
+134% +$42.8K 0.02% 620
2020
Q4 		$27K Buy
760
+260
+52% +$7.87K 0.01% 881
2020
Q3 		$13K Hold
500
– – ﹤0.01% 939
2020
Q2 		$10K Sell
500
-229
-31% -$3.9K ﹤0.01% 967
2020
Q1 		$11K Buy
729
+523
+254% +$13.7K 0.01% 816
2019
Q4 		$6K Buy
206
+1
+0.5% +$31 ﹤0.01% 931
2019
Q3 		$7K Buy
205
+1
+0.5% +$32 ﹤0.01% 863
2019
Q2 		$6K Buy
204
+2
+1% +$59 ﹤0.01% 886
2019
Q1 		$6K Buy
202
+1
+0.5% +$26 ﹤0.01% 794
2018
Q4 		$5K Buy
201
+1
+0.5% +$25 ﹤0.01% 723
2018
Q3 		$5K Buy
+200
New +$5.43K ﹤0.01% 721
2018
Q2 		– Sell
-200
Closed -$5K – 591
2018
Q1 		$5K Hold
200
– – ﹤0.01% 716
2017
Q4 		$6K Hold
200
– – ﹤0.01% 678
2017
Q3 		$5K Hold
200
– – ﹤0.01% 684
2017
Q2 		$4K Hold
200
– – ﹤0.01% 704
2017
Q1 		$4K Hold
200
– – ﹤0.01% 651
2016
Q4 		$4K Buy
+200
New +$3.85K 0.01% 585

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 $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ALLY Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Ally Financial (ALLY) in Q3 2022, closing a stake of 1,008 shares — an estimated $34K sold.

Patriot Financial Group Insurance Agency first reported a position in ALLY in Q4 2016 and held it in 22 quarters. The position peaked at $109K in Q3 2021. 529 funds tracked by Wall St. Rank hold ALLY as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Ally Financial position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,008 Ally Financial shares in Q3 2022, an estimated $34K.
  • Patriot Financial Group Insurance Agency first reported a position in Ally Financial in Q4 2016 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's Ally Financial position peaked at $109K in Q3 2021.
  • 529 funds tracked by Wall St. Rank held Ally Financial as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.