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Abound Wealth Management’s Voya Financial VOYA Stock Holding History

Abound Wealth Management’s Portfolio VOYA Stock Details VOYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3
Closed -$223 – 1406
2023
Q4 		$223 Hold
3
– – ﹤0.01% 1259
2023
Q3 		$202 Hold
3
– – ﹤0.01% 1104
2023
Q2 		$217 Hold
3
– – ﹤0.01% 1143
2023
Q1 		$216 Hold
3
– – ﹤0.01% 695
2022
Q4 		$185 Buy
+3
New +$192 ﹤0.01% 697

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Abound Wealth Management's VOYA Position: Q1 2024 in Review

Abound Wealth Management sold out of Voya Financial (VOYA) in Q1 2024, closing a stake of 3 shares — an estimated $223 sold.

Abound Wealth Management first reported a position in VOYA in Q4 2022 and held it in 5 quarters. The position peaked at $223 in Q4 2023. 396 funds tracked by Wall St. Rank hold VOYA as of Q1 2024.

  • Abound Wealth Management reported no remaining Voya Financial position as of Q1 2024 after selling out during the quarter.
  • Abound Wealth Management sold 3 Voya Financial shares in Q1 2024, an estimated $223.
  • Abound Wealth Management first reported a position in Voya Financial in Q4 2022 and held it in 5 quarters.
  • Abound Wealth Management's Voya Financial position peaked at $223 in Q4 2023.
  • 396 funds tracked by Wall St. Rank held Voya Financial as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.