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Avantax Planning Partners’s Voya Financial VOYA Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-1,097
Closed -$54K – 1171
2018
Q3 		$54K Buy
+1,097
New +$54.2K ﹤0.01% 467
2018
Q2 		– Sell
-27
Closed -$1K – 1450
2018
Q1 		$1K Buy
+27
New +$1.39K ﹤0.01% 1764

Other funds holding VOYA

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avantax Planning Partners's VOYA Position: Q4 2018 in Review

Avantax Planning Partners sold out of Voya Financial (VOYA) in Q4 2018, closing a stake of 1,097 shares — an estimated $54K sold.

Avantax Planning Partners first reported a position in VOYA in Q1 2018 and held it in 2 quarters. The position peaked at $54K in Q3 2018. 389 funds tracked by Wall St. Rank hold VOYA as of Q4 2018.

  • Avantax Planning Partners reported no remaining Voya Financial position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,097 Voya Financial shares in Q4 2018, an estimated $54K.
  • Avantax Planning Partners first reported a position in Voya Financial in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Voya Financial position peaked at $54K in Q3 2018.
  • 389 funds tracked by Wall St. Rank held Voya Financial as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.