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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 $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return