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SYSTM Wealth Solutions’s Ally Financial ALLY Stock Holding History

SYSTM Wealth Solutions’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
-96
Closed -$3.81K – 112
2024
Q2 		$3.81K Sell
96
-831
-90% -$32.4K ﹤0.01% 585
2024
Q1 		$37.6K Buy
927
+789
+572% +$28.8K ﹤0.01% 621
2023
Q4 		$4.82K Buy
+138
New +$3.85K ﹤0.01% 887

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $75B AUM 11.27% 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
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
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

SYSTM Wealth Solutions's ALLY Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Ally Financial (ALLY) in Q3 2024, closing a stake of 96 shares — an estimated $3.81K sold.

SYSTM Wealth Solutions first reported a position in ALLY in Q4 2023 and held it in 3 quarters. The position peaked at $37.6K in Q1 2024. 577 funds tracked by Wall St. Rank hold ALLY as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Ally Financial position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 96 Ally Financial shares in Q3 2024, an estimated $3.81K.
  • SYSTM Wealth Solutions first reported a position in Ally Financial in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Ally Financial position peaked at $37.6K in Q1 2024.
  • 577 funds tracked by Wall St. Rank held Ally Financial as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.