Baystate Wealth Management’s Voya Financial VOYA Stock Holding History

Baystate Wealth Management’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
2023 Q4	$6.97K	Hold	95	–	–	﹤0.01%	808
2023 Q3	$6.32K	Buy	95 +1	+1%	+$71	﹤0.01%	653
2023 Q2	$6.78K	Hold	94	–	–	﹤0.01%	642
2023 Q1	$6.74K	Buy	94 +1	+1%	+$70	﹤0.01%	631
2022 Q4	$6K	Hold	93	–	–	﹤0.01%	671
2022 Q3	$6K	Hold	93	–	–	﹤0.01%	629
2022 Q2	$6K	Hold	93	–	–	﹤0.01%	654
2022 Q1	$6K	Buy	93 +1	+1%	+$68	﹤0.01%	644
2021 Q4	$6K	Hold	92	–	–	﹤0.01%	634
2021 Q3	$6K	Hold	92	–	–	﹤0.01%	587
2021 Q2	$6K	Hold	92	–	–	﹤0.01%	564
2021 Q1	$6K	Buy	92 +1	+1%	+$60	﹤0.01%	511
2020 Q4	$5K	Sell	91 -1	-1%	-$54	﹤0.01%	500
2020 Q3	$4K	Buy	92 +1	+1%	+$49	﹤0.01%	481
2020 Q2	$4K	Hold	91	–	–	﹤0.01%	491
2020 Q1	$4K	Hold	91	–	–	﹤0.01%	460
2019 Q4	$6K	Sell	91 -9	-9%	-$508	﹤0.01%	447
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	427
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	418
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	443
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	444
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	442
2018 Q2	$5K	Buy	100 +90	+900%	+$4.66K	﹤0.01%	457
2018 Q1	$1K	Buy	+10	New	+$516	﹤0.01%	634

Other funds holding VOYA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baystate Wealth Management's VOYA Position: Q4 2023 in Review

Baystate Wealth Management held its Voya Financial (VOYA) position steady in Q4 2023 at 95 shares worth $6.97K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Baystate Wealth Management first reported a position in VOYA in Q1 2018 and has held it in 24 quarters since. 391 funds tracked by Wall St. Rank hold VOYA as of Q4 2023.

Baystate Wealth Management held 95 shares of Voya Financial worth $6.97K as of Q4 2023.
Baystate Wealth Management left its Voya Financial share count unchanged in Q4 2023.
Voya Financial made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #808 holding.
Baystate Wealth Management first reported a position in Voya Financial in Q1 2018 and has held it in 24 quarters since.
391 funds tracked by Wall St. Rank held Voya Financial as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.