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Transform Wealth’s Ally Financial ALLY Stock Holding History

Transform 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
2022
Q4 		– Sell
-108,100
Closed -$3.01M – 219
2022
Q3 		$3.01M Sell
108,100
-18,343
-15% -$609K 0.39% 70
2022
Q2 		$4.24M Sell
126,443
-4,478
-3% -$179K 0.63% 56
2022
Q1 		$5.69M Buy
130,921
+1,618
+1% +$76.4K 0.64% 58
2021
Q4 		$6.16M Buy
129,303
+2,051
+2% +$102K 0.64% 57
2021
Q3 		$6.5M Buy
127,252
+1,786
+1% +$92.4K 0.74% 49
2021
Q2 		$6.25M Buy
125,466
+44,772
+55% +$2.3M 0.76% 50
2021
Q1 		$3.65M Buy
+80,694
New +$3.38M 0.73% 50
2020
Q1 		– Sell
-6,800
Closed -$208K – 207
2019
Q4 		$208K Sell
6,800
-3,600
-35% -$112K 0.03% 218
2019
Q3 		$345K Buy
+10,400
New +$337K 0.06% 166

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 $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return