WAM
ALLY icon

Wealthspire Advisors (Maryland)’s Ally Financial ALLY Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.24M Buy
+49,406
New +$1.1M 0.04% 170
2019
Q2 		– Sell
-724
Closed -$20K – 515
2019
Q1 		$20K Buy
724
+7
+1% +$183 ﹤0.01% 1266
2018
Q4 		$16K Sell
717
-63
-8% -$1.57K ﹤0.01% 1290
2018
Q3 		$21K Sell
780
-64
-8% -$1.74K ﹤0.01% 1283
2018
Q2 		$22K Buy
844
+113
+15% +$3.02K ﹤0.01% 1274
2018
Q1 		$20K Sell
731
-70
-9% -$2.01K ﹤0.01% 1293
2017
Q4 		$23K Sell
801
-93
-10% -$2.47K ﹤0.01% 1276
2017
Q3 		$22K Buy
894
+11
+1% +$246 ﹤0.01% 1263
2017
Q2 		$18K Buy
883
+187
+27% +$3.67K ﹤0.01% 1302
2017
Q1 		$14K Buy
696
+369
+113% +$7.83K ﹤0.01% 1193
2016
Q4 		$6K Buy
327
+29
+10% +$558 ﹤0.01% 1340
2016
Q3 		$6K Hold
298
– – ﹤0.01% 1351
2016
Q2 		$5K Sell
298
-11
-4% -$190 ﹤0.01% 1328
2016
Q1 		$6K Buy
+309
New +$5.32K ﹤0.01% 1286

Other funds holding ALLY

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ALLY Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Ally Financial (ALLY) in Q3 2020: 49,406 shares worth $1.24M. The stake represents 0.04% of the portfolio and ranks #170 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in ALLY as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in ALLY in Q1 2016 and has held it in 14 quarters since. 422 funds tracked by Wall St. Rank hold ALLY as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 49,406 shares of Ally Financial worth $1.24M as of Q3 2020.
  • Ally Financial was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Ally Financial made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #170 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Ally Financial in Q1 2016 and has held it in 14 quarters since.
  • 422 funds tracked by Wall St. Rank held Ally Financial as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.