VWA
ALLY icon

Visionary Wealth Advisors’s Ally Financial ALLY Stock Holding History

Visionary Wealth Advisors’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
Q3 		– Sell
-6,461
Closed -$217K – 403
2022
Q2 		$217K Buy
6,461
+163
+3% +$6.51K 0.02% 381
2022
Q1 		$274K Buy
+6,298
New +$297K 0.02% 351

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Visionary Wealth Advisors's ALLY Position: Q3 2022 in Review

Visionary Wealth Advisors sold out of Ally Financial (ALLY) in Q3 2022, closing a stake of 6,461 shares — an estimated $217K sold.

Visionary Wealth Advisors first reported a position in ALLY in Q1 2022 and held it in 2 quarters. The position peaked at $274K in Q1 2022. 527 funds tracked by Wall St. Rank hold ALLY as of Q3 2022.

  • Visionary Wealth Advisors reported no remaining Ally Financial position as of Q3 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 6,461 Ally Financial shares in Q3 2022, an estimated $217K.
  • Visionary Wealth Advisors first reported a position in Ally Financial in Q1 2022 and held it in 2 quarters.
  • Visionary Wealth Advisors's Ally Financial position peaked at $274K in Q1 2022.
  • 527 funds tracked by Wall St. Rank held Ally Financial as of Q3 2022.

Based on Visionary Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.