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WealthPLAN Partners’s Ally Financial ALLY Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-480
Closed -$13K – 341
2023
Q2 		$13K Sell
480
-500
-51% -$13.3K ﹤0.01% 750
2023
Q1 		$25K Buy
+980
New +$28.1K ﹤0.01% 681

Other funds holding ALLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

WealthPLAN Partners's ALLY Position: Q3 2023 in Review

WealthPLAN Partners sold out of Ally Financial (ALLY) in Q3 2023, closing a stake of 480 shares — an estimated $13K sold.

WealthPLAN Partners first reported a position in ALLY in Q1 2023 and held it in 2 quarters. The position peaked at $25K in Q1 2023. 479 funds tracked by Wall St. Rank hold ALLY as of Q3 2023.

  • WealthPLAN Partners reported no remaining Ally Financial position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 480 Ally Financial shares in Q3 2023, an estimated $13K.
  • WealthPLAN Partners first reported a position in Ally Financial in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Ally Financial position peaked at $25K in Q1 2023.
  • 479 funds tracked by Wall St. Rank held Ally Financial as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.