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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Polaris Wealth Advisory Group's ALLY Position: Q4 2021 in Review

Polaris Wealth Advisory Group sold out of Ally Financial (ALLY) in Q4 2021, closing a stake of 254,466 shares — an estimated $13.5M sold.

Polaris Wealth Advisory Group first reported a position in ALLY in Q1 2020 and held it in 5 quarters. The position peaked at $19.6M in Q2 2021. 611 funds tracked by Wall St. Rank hold ALLY as of Q4 2021.

Polaris Wealth Advisory Group reported no remaining Ally Financial position as of Q4 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 254,466 Ally Financial shares in Q4 2021, an estimated $13.5M.
Polaris Wealth Advisory Group first reported a position in Ally Financial in Q1 2020 and held it in 5 quarters.
Polaris Wealth Advisory Group's Ally Financial position peaked at $19.6M in Q2 2021.
611 funds tracked by Wall St. Rank held Ally Financial as of Q4 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2021, filed 26 Jan 2022.