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Polaris Wealth Advisory Group’s Ally Financial ALLY Stock Holding History

Polaris Wealth Advisory 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 		– Sell
-254,466
Closed -$13.5M – 174
2021
Q3 		$13.5M Sell
254,466
-134,908
-35% -$6.98M 0.81% 42
2021
Q2 		$19.6M Sell
389,374
-3,476
-0.9% -$178K 1.17% 35
2021
Q1 		$18.5M Buy
392,850
+38,048
+11% +$1.59M 1.19% 35
2020
Q4 		$13.3M Buy
+354,802
New +$10.7M 0.99% 38
2020
Q2 		– Sell
-231,757
Closed -$3.34M – 146
2020
Q1 		$3.34M Buy
+231,757
New +$6.09M 0.36% 53

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return