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TCI Wealth Advisors’s Ally Financial ALLY Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-40
Closed -$1.02K – 283
2023
Q1 		$1.02K Buy
40
+11
+38% +$315 ﹤0.01% 2103
2022
Q4 		$709 Sell
29
-7
-19% -$186 ﹤0.01% 2172
2022
Q3 		$1K Buy
36
+16
+80% +$531 ﹤0.01% 2021
2022
Q2 		$1K Sell
20
-161
-89% -$6.43K ﹤0.01% 2081
2022
Q1 		$8K Sell
181
-61
-25% -$2.88K ﹤0.01% 1223
2021
Q4 		$12K Sell
242
-40
-14% -$1.98K ﹤0.01% 1006
2021
Q3 		$14K Buy
282
+61
+28% +$3.15K ﹤0.01% 852
2021
Q2 		$11K Buy
221
+40
+22% +$2.05K ﹤0.01% 885
2021
Q1 		$8K Buy
181
+161
+805% +$6.74K ﹤0.01% 961
2020
Q4 		$1K Hold
20
– – ﹤0.01% 1320
2020
Q3 		$1K Buy
+20
New +$447 ﹤0.01% 1248
2020
Q2 		– Sell
-216
Closed -$3K – 1448
2020
Q1 		$3K Buy
+216
New +$5.67K ﹤0.01% 823

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

TCI Wealth Advisors's ALLY Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Ally Financial (ALLY) in Q2 2023, closing a stake of 40 shares — an estimated $1.02K sold.

TCI Wealth Advisors first reported a position in ALLY in Q1 2020 and held it in 12 quarters. The position peaked at $14K in Q3 2021. 506 funds tracked by Wall St. Rank hold ALLY as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Ally Financial position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 40 Ally Financial shares in Q2 2023, an estimated $1.02K.
  • TCI Wealth Advisors first reported a position in Ally Financial in Q1 2020 and held it in 12 quarters.
  • TCI Wealth Advisors's Ally Financial position peaked at $14K in Q3 2021.
  • 506 funds tracked by Wall St. Rank held Ally Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.