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Soltis Investment Advisors’s Ally Financial ALLY Stock Holding History

Soltis Investment Advisors’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
Q2 		– Sell
-38,041
Closed -$1.65M – 239
2022
Q1 		$1.65M Buy
38,041
+5,399
+17% +$255K 0.23% 101
2021
Q4 		$1.55M Buy
32,642
+5,965
+22% +$295K 0.22% 102
2021
Q3 		$1.36M Buy
26,677
+2,569
+11% +$133K 0.21% 95
2021
Q2 		$1.2M Buy
+24,108
New +$1.24M 0.19% 105

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 $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Soltis Investment Advisors's ALLY Position: Q2 2022 in Review

Soltis Investment Advisors sold out of Ally Financial (ALLY) in Q2 2022, closing a stake of 38,041 shares — an estimated $1.65M sold.

Soltis Investment Advisors first reported a position in ALLY in Q2 2021 and held it in 4 quarters. The position peaked at $1.65M in Q1 2022. 565 funds tracked by Wall St. Rank hold ALLY as of Q2 2022.

  • Soltis Investment Advisors reported no remaining Ally Financial position as of Q2 2022 after selling out during the quarter.
  • Soltis Investment Advisors sold 38,041 Ally Financial shares in Q2 2022, an estimated $1.65M.
  • Soltis Investment Advisors first reported a position in Ally Financial in Q2 2021 and held it in 4 quarters.
  • Soltis Investment Advisors's Ally Financial position peaked at $1.65M in Q1 2022.
  • 565 funds tracked by Wall St. Rank held Ally Financial as of Q2 2022.

Based on Soltis Investment Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.