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Accel Wealth Management’s Voya Financial VOYA Stock Holding History

Accel 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
2023
Q2 		– Sell
-500
Closed -$35.7K – 852
2023
Q1 		$35.7K Hold
500
– – 0.01% 558
2022
Q4 		$30.7K Hold
500
– – 0.01% 446
2022
Q3 		$33K Hold
500
– – 0.02% 452
2022
Q2 		$29K Hold
500
– – 0.02% 459
2022
Q1 		$33K Hold
500
– – 0.02% 450
2021
Q4 		$33K Hold
500
– – 0.02% 463
2021
Q3 		$31K Hold
500
– – 0.02% 414
2021
Q2 		$31K Hold
500
– – 0.02% 438
2021
Q1 		$32K Hold
500
– – 0.03% 403
2020
Q4 		$29K Buy
+500
New +$27.1K 0.03% 415

Other funds holding VOYA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Accel Wealth Management's VOYA Position: Q2 2023 in Review

Accel Wealth Management sold out of Voya Financial (VOYA) in Q2 2023, closing a stake of 500 shares — an estimated $35.7K sold.

Accel Wealth Management first reported a position in VOYA in Q4 2020 and held it in 10 quarters. The position peaked at $35.7K in Q1 2023. 366 funds tracked by Wall St. Rank hold VOYA as of Q2 2023.

  • Accel Wealth Management reported no remaining Voya Financial position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 500 Voya Financial shares in Q2 2023, an estimated $35.7K.
  • Accel Wealth Management first reported a position in Voya Financial in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Voya Financial position peaked at $35.7K in Q1 2023.
  • 366 funds tracked by Wall St. Rank held Voya Financial as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.