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Amplius Wealth Advisors’s Voya Financial VOYA Stock Holding History

Amplius Wealth 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
2022
Q3 		– Sell
-1,656,462
Closed -$1.66M – 179
2022
Q2 		$1.66M Sell
1,656,462
-231,103
-12% -$14.9M 0.27% 50
2022
Q1 		$1.89M Buy
1,887,565
+1,887,545
+9,437,725% +$129M 0.29% 43
2021
Q4 		$1K Buy
+20
New +$1.32K ﹤0.01% 914

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amplius Wealth Advisors's VOYA Position: Q3 2022 in Review

Amplius Wealth Advisors sold out of Voya Financial (VOYA) in Q3 2022, closing a stake of 1,656,462 shares — an estimated $1.66M sold.

Amplius Wealth Advisors first reported a position in VOYA in Q4 2021 and held it in 3 quarters. The position peaked at $1.89M in Q1 2022. 386 funds tracked by Wall St. Rank hold VOYA as of Q3 2022.

  • Amplius Wealth Advisors reported no remaining Voya Financial position as of Q3 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,656,462 Voya Financial shares in Q3 2022, an estimated $1.66M.
  • Amplius Wealth Advisors first reported a position in Voya Financial in Q4 2021 and held it in 3 quarters.
  • Amplius Wealth Advisors's Voya Financial position peaked at $1.89M in Q1 2022.
  • 386 funds tracked by Wall St. Rank held Voya Financial as of Q3 2022.

Based on Amplius Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.