AIA
VOYA icon

Alera Investment Advisors’s Voya Financial VOYA Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-121
Closed -$6K – 983
2019
Q1 		$6K Buy
121
+54
+81% +$2.56K ﹤0.01% 614
2018
Q4 		$3K Buy
+67
New +$2.98K ﹤0.01% 712

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alera Investment Advisors's VOYA Position: Q2 2019 in Review

Alera Investment Advisors sold out of Voya Financial (VOYA) in Q2 2019, closing a stake of 121 shares — an estimated $6K sold.

Alera Investment Advisors first reported a position in VOYA in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 396 funds tracked by Wall St. Rank hold VOYA as of Q2 2019.

  • Alera Investment Advisors reported no remaining Voya Financial position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 121 Voya Financial shares in Q2 2019, an estimated $6K.
  • Alera Investment Advisors first reported a position in Voya Financial in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Voya Financial position peaked at $6K in Q1 2019.
  • 396 funds tracked by Wall St. Rank held Voya Financial as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.