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Tradition Wealth Management’s Ally Financial ALLY Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-157
Closed -$5K – 419
2023
Q4 		$5K Buy
157
+2
+1% +$56 ﹤0.01% 1140
2023
Q3 		$4K Buy
155
+1
+0.6% +$28 ﹤0.01% 1213
2023
Q2 		$4K Buy
+154
New +$4.1K ﹤0.01% 1243
2021
Q1 		– Sell
-5
Closed – – 803
2020
Q4 		$0 Buy
+5
New +$151 ﹤0.01% 1043

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tradition Wealth Management's ALLY Position: Q1 2024 in Review

Tradition Wealth Management sold out of Ally Financial (ALLY) in Q1 2024, closing a stake of 157 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in ALLY in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q4 2023. 550 funds tracked by Wall St. Rank hold ALLY as of Q1 2024.

  • Tradition Wealth Management reported no remaining Ally Financial position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 157 Ally Financial shares in Q1 2024, an estimated $5K.
  • Tradition Wealth Management first reported a position in Ally Financial in Q4 2020 and held it in 4 quarters.
  • Tradition Wealth Management's Ally Financial position peaked at $5K in Q4 2023.
  • 550 funds tracked by Wall St. Rank held Ally Financial as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.