TrinityPoint Wealth’s Ally Financial ALLY Stock Holding History

TrinityPoint 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
2023 Q2	–	Sell	-64,853	Closed	-$1.65M	–	281
2023 Q1	$1.65M	Sell	64,853 -7,932	-11%	-$227K	0.35%	75
2022 Q4	$1.78M	Buy	72,785 +2,824	+4%	+$75.1K	0.41%	69
2022 Q3	$1.95M	Buy	69,961 +17,829	+34%	+$592K	0.45%	62
2022 Q2	$1.75M	Sell	52,132 -8,075	-13%	-$323K	0.39%	67
2022 Q1	$2.62M	Buy	60,207 +132	+0.2%	+$6.23K	0.47%	56
2021 Q4	$2.86M	Buy	+60,075	New	+$2.97M	0.51%	53

Other funds holding ALLY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

TrinityPoint Wealth's ALLY Position: Q2 2023 in Review

TrinityPoint Wealth sold out of Ally Financial (ALLY) in Q2 2023, closing a stake of 64,853 shares — an estimated $1.65M sold.

TrinityPoint Wealth first reported a position in ALLY in Q4 2021 and held it in 6 quarters. The position peaked at $2.86M in Q4 2021. 506 funds tracked by Wall St. Rank hold ALLY as of Q2 2023.

TrinityPoint Wealth reported no remaining Ally Financial position as of Q2 2023 after selling out during the quarter.
TrinityPoint Wealth sold 64,853 Ally Financial shares in Q2 2023, an estimated $1.65M.
TrinityPoint Wealth first reported a position in Ally Financial in Q4 2021 and held it in 6 quarters.
TrinityPoint Wealth's Ally Financial position peaked at $2.86M in Q4 2021.
506 funds tracked by Wall St. Rank held Ally Financial as of Q2 2023.

Based on TrinityPoint Wealth's 13F filing for Q2 2023, filed 7 Aug 2023.