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WBI Investments’s Ally Financial ALLY Stock Holding History

WBI Investments’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
2024
Q1 		– Sell
-14,635
Closed -$511K – 196
2023
Q4 		$511K Buy
14,635
+316
+2% +$8.83K 0.1% 146
2023
Q3 		$382K Buy
14,319
+223
+2% +$6.23K 0.08% 150
2023
Q2 		$381K Sell
14,096
-18,975
-57% -$505K 0.07% 157
2023
Q1 		$843K Buy
+33,071
New +$948K 0.17% 132

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WBI Investments's ALLY Position: Q1 2024 in Review

WBI Investments sold out of Ally Financial (ALLY) in Q1 2024, closing a stake of 14,635 shares — an estimated $511K sold.

WBI Investments first reported a position in ALLY in Q1 2023 and held it in 4 quarters. The position peaked at $843K in Q1 2023. 550 funds tracked by Wall St. Rank hold ALLY as of Q1 2024.

  • WBI Investments reported no remaining Ally Financial position as of Q1 2024 after selling out during the quarter.
  • WBI Investments sold 14,635 Ally Financial shares in Q1 2024, an estimated $511K.
  • WBI Investments first reported a position in Ally Financial in Q1 2023 and held it in 4 quarters.
  • WBI Investments's Ally Financial position peaked at $843K in Q1 2023.
  • 550 funds tracked by Wall St. Rank held Ally Financial as of Q1 2024.

Based on WBI Investments's 13F filing for Q1 2024, filed 3 May 2024.