TW
ALLY icon

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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Transform Wealth's ALLY Position: Q4 2022 in Review

Transform Wealth sold out of Ally Financial (ALLY) in Q4 2022, closing a stake of 108,100 shares — an estimated $3.01M sold.

Transform Wealth first reported a position in ALLY in Q3 2019 and held it in 9 quarters. The position peaked at $6.5M in Q3 2021. 508 funds tracked by Wall St. Rank hold ALLY as of Q4 2022.

  • Transform Wealth reported no remaining Ally Financial position as of Q4 2022 after selling out during the quarter.
  • Transform Wealth sold 108,100 Ally Financial shares in Q4 2022, an estimated $3.01M.
  • Transform Wealth first reported a position in Ally Financial in Q3 2019 and held it in 9 quarters.
  • Transform Wealth's Ally Financial position peaked at $6.5M in Q3 2021.
  • 508 funds tracked by Wall St. Rank held Ally Financial as of Q4 2022.

Based on Transform Wealth's 13F filing for Q4 2022, filed 13 Jan 2023.