Equal-WT
WhaleScore 2.0
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Ally Financial is based out of Detroit. Their last reported 13F filing for Q2 2024 included $806,239,035 in managed 13F securities
and a top 10 holdings concentration of 45.68%. Ally Financial's largest holding is iShares 20+ Year Treasury Bond ETF- with shares held of 873,000. Whalewisdom has at least 53 13F filings, and 534 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2020-03-02. The notice included securities offered of Equity
2024-06-30
Top Buys (13F)
| Name | % Change |
|---|---|
| RSP Invesco S&P 500 Equa | 9.25% |
| SPY SPDR S&P 500 ETF TRU | 1.35% |
| IJR iShares Core S&P Sma | 0.87% |
| ABBV AbbVie Inc | 0.64% |
| META Meta Platforms Inc | 0.64% |
2024-06-30
Top Sells (13F)
| Name | % Change |
|---|---|
| VEA VANGUARD DEVELOPED M | 3.32% |
| XLU The Utilities Select | 2.06% |
| MSFT Microsoft Corp. | 1.82% |
| AAPL Apple Inc | 1.64% |
| PEP Pepsico Inc. (Loft, | 0.85% |
2024-06-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| TLT iShares 20+ Year Tre | 9.94% |
| RSP Invesco S&P 500 Equa | 9.25% |
| IJR iShares Core S&P Sma | 5.13% |
| VEU VANGUARD FTSE ALL-WO | 4.73% |
| GOOGL Alphabet Inc. Class | 3.07% |
2024-06-30
13F Activity
| Market Value | $0.81b, Prior: $0.74b |
| Inflows (Outflows) as % of Total MV | +12.0198% |
| New Purchases | 27 stocks |
| Added To | 34 stocks |
| Sold out of | 22 stocks |
| Reduced holdings in | 7 stocks |
| Top 10 Holdings % | 45.68% |
| Turnover %[1] | 36.3% |
| Turnover Alt %[2] | 14.62% |
| Time Held Top 20 | 7.3 quarters |
| Time Held Top 10 | 5.2 quarters |
| Time Held All | 10.93 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-06-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-06-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-06-30