Ownership history in AE Wealth Management LLC · 4 quarters on record
This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in ALLY FINL INC (ALLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 9,066 | -8,752 | -49.1% | 0.00% | $355K | $38.62 |
| 2023 Q4 | ADDED | 17,818 | +4,042 | +29.3% | 0.00% | $670K | $32.54 |
| 2023 Q3 | REDUCED | 13,776 | -3,888 | -22.0% | 0.00% | $368K | $24.55 |
| 2022 Q1 | INITIATED | 17,664 | — | — | 0.01% | $768K | $37.74 |
As of 2025 Q4 — sorted by position size