SW
ALLY icon

Simplicity Wealth’s Ally Financial ALLY Stock Holding History

Simplicity Wealth’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
-5,865
Closed -$233K – 516
2024
Q2 		$233K Buy
5,865
+108
+2% +$4.21K 0.01% 1044
2024
Q1 		$234K Buy
+5,757
New +$210K 0.01% 1009

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 $3.37T AUM 44.26% 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

Simplicity Wealth's ALLY Position: Q3 2024 in Review

Simplicity Wealth sold out of Ally Financial (ALLY) in Q3 2024, closing a stake of 5,865 shares — an estimated $233K sold.

Simplicity Wealth first reported a position in ALLY in Q1 2024 and held it in 2 quarters. The position peaked at $234K in Q1 2024. 579 funds tracked by Wall St. Rank hold ALLY as of Q3 2024.

  • Simplicity Wealth reported no remaining Ally Financial position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 5,865 Ally Financial shares in Q3 2024, an estimated $233K.
  • Simplicity Wealth first reported a position in Ally Financial in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Ally Financial position peaked at $234K in Q1 2024.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.