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Baldwin Wealth Partners’s Voya Financial VOYA Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-70
Closed -$5.54K – 1005
2024
Q3 		$5.54K Buy
+70
New +$5K ﹤0.01% 866
2016
Q3 		– Sell
-1,454
Closed -$36K – 568
2016
Q2 		$36K Sell
1,454
-364
-20% -$11.1K 0.01% 289
2016
Q1 		$54K Buy
+1,818
New +$55K 0.01% 296
2015
Q4 		– Sell
-31,597
Closed -$1.23M – 250
2015
Q3 		$1.23M Sell
31,597
-823
-3% -$36.2K 0.21% 102
2015
Q2 		$1.51M Buy
32,420
+10,481
+48% +$472K 0.22% 96
2015
Q1 		$946K Buy
+21,939
New +$924K 0.14% 131

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baldwin Wealth Partners's VOYA Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Voya Financial (VOYA) in Q4 2024, closing a stake of 70 shares — an estimated $5.54K sold.

Baldwin Wealth Partners first reported a position in VOYA in Q1 2015 and held it in 6 quarters. The position peaked at $1.51M in Q2 2015. 418 funds tracked by Wall St. Rank hold VOYA as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Voya Financial position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 70 Voya Financial shares in Q4 2024, an estimated $5.54K.
  • Baldwin Wealth Partners first reported a position in Voya Financial in Q1 2015 and held it in 6 quarters.
  • Baldwin Wealth Partners's Voya Financial position peaked at $1.51M in Q2 2015.
  • 418 funds tracked by Wall St. Rank held Voya Financial as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.