Ally Invest Advisors is an investment fund managing more than $1.04 trillion ran by Miteshkumar Patel. There are currently 22 companies in Patel’s portfolio. The largest investments include Ishares Tr and Vanguard Tax Managed Intl, together worth $772 billion.
As of 6th August 2024, Ally Invest Advisors’s top holding is 5,287,550 shares of Ishares Tr currently worth over $575 billion and making up 55.3% of the portfolio value.
In addition, the fund holds 3,992,351 shares of Vanguard Tax Managed Intl worth $197 billion.
The third-largest holding is Vanguard Charlotte Fds worth $86.4 billion and the next is Vanguard Intl Equity Index F worth $52.3 billion, with 1,194,890 shares owned.
Currently, Ally Invest Advisors's portfolio is worth at least $1.04 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Ally Invest Advisors office and employees reside in Charlotte, North Carolina. According to the last 13-F report filed with the SEC, Miteshkumar Patel serves as the Senior Director at Ally Invest Advisors.
In the most recent 13F filing, Ally Invest Advisors revealed that it had opened a new position in
Ishares Inc and bought 167,701 shares worth $5.73 billion.
The investment fund also strengthened its position in Ishares Tr by buying
1,729,762 additional shares.
This makes their stake in Ishares Tr total 5,287,550 shares worth $575 billion.
On the other hand, there are companies that Ally Invest Advisors is getting rid of from its portfolio.
Ally Invest Advisors closed its position in Ishares Inc on 13th August 2024.
It sold the previously owned 109,119 shares for $3.02 million.
The two most similar investment funds to Ally Invest Advisors are Bdf-gestion and First Long Island Investors. They manage $1.04 trillion and $1.04 trillion respectively.
These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
48.62%
5,287,550
|
$574,982,522,000 | 55.26% |
| Vanguard Tax Managed Intl |
5.65%
3,992,351
|
$197,301,980,000 | 18.96% |
| Vanguard Charlotte Fds |
8.54%
1,774,279
|
$86,354,158,000 | 8.30% |
| Vanguard Intl Equity Index F |
31.85%
1,194,890
|
$52,288,400,000 | 5.03% |
| Vanguard Scottsdale Fds |
7.01%
1,091,835
|
$49,569,300,000 | 4.76% |
| Schwab Strategic Tr |
630.40%
420,022
|
$36,045,794,000 | 3.46% |
| Ishares Inc |
Opened
167,701
|
$5,729,035,000 | 0.55% |
| Vanguard Whitehall Fds Inc |
9.08%
67,298
|
$6,160,994,000 | 0.59% |
| Select Sector Spdr Tr |
234.53%
12,535
|
$2,835,756,000 | 0.27% |
| Vanguard Index Fds |
Opened
44,505
|
$8,826,971,000 | 0.85% |
| Vanguard Bd Index Fds |
517.75%
22,165
|
$1,700,053,000 | 0.16% |
| Ishares Tr |
Opened
105,266
|
$5,921,633,000 | 0.57% |
| Vanguard Index Fds |
161.08%
4,441
|
$1,187,885,000 | 0.11% |
| Select Sector Spdr Tr |
Opened
68,918
|
$5,654,423,000 | 0.54% |
| Spdr Ser Tr |
Opened
71,637
|
$2,581,221,000 | 0.25% |
| Vanguard Bd Index Fds |
Opened
6,839
|
$492,717,000 | 0.05% |
| Vanguard Star Fds |
Opened
7,757
|
$467,718,000 | 0.04% |
| First Tr Exchange Traded Fd |
Opened
8,136
|
$636,974,000 | 0.06% |
| Global X Fds |
Opened
14,066
|
$433,928,000 | 0.04% |
| Invesco Exch Traded Fd Tr Ii |
Opened
17,365
|
$411,206,000 | 0.04% |
| Wisdomtree Tr |
Opened
16,978
|
$618,174,000 | 0.06% |
| Blackrock Etf Trust |
Opened
4,815
|
$286,069,000 | 0.03% |
| Ishares Inc |
Closed
109,119
|
$3,019,000 | |
| No transactions found | |||
| Showing first 500 out of 23 holdings | |||