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Venturi Wealth Management’s Ally Financial ALLY Stock Holding History

Venturi 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
2025
Q1 		– Sell
-543
Closed -$19.6K – 609
2024
Q4 		$19.6K Sell
543
-409
-43% -$14.9K ﹤0.01% 1268
2024
Q3 		$33.9K Buy
952
+577
+154% +$23.1K ﹤0.01% 874
2024
Q2 		$14.9K Buy
375
+87
+30% +$3.4K ﹤0.01% 1005
2024
Q1 		$11.7K Buy
288
+55
+24% +$2.01K ﹤0.01% 889
2023
Q4 		$8.14K Hold
233
– – ﹤0.01% 922
2023
Q3 		$6.22K Hold
233
– – ﹤0.01% 918
2023
Q2 		$6.29K Hold
233
– – ﹤0.01% 716
2023
Q1 		$5.94K Buy
+233
New +$6.68K ﹤0.01% 796

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Venturi Wealth Management's ALLY Position: Q1 2025 in Review

Venturi Wealth Management sold out of Ally Financial (ALLY) in Q1 2025, closing a stake of 543 shares — an estimated $19.6K sold.

Venturi Wealth Management first reported a position in ALLY in Q1 2023 and held it in 8 quarters. The position peaked at $33.9K in Q3 2024. 581 funds tracked by Wall St. Rank hold ALLY as of Q1 2025.

  • Venturi Wealth Management reported no remaining Ally Financial position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 543 Ally Financial shares in Q1 2025, an estimated $19.6K.
  • Venturi Wealth Management first reported a position in Ally Financial in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Ally Financial position peaked at $33.9K in Q3 2024.
  • 581 funds tracked by Wall St. Rank held Ally Financial as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.