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BDO Wealth Advisors’s Voya Financial VOYA Stock Holding History

BDO 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
2023
Q2 		$502 Hold
7
– – ﹤0.01% 935
2023
Q1 		$501 Hold
7
– – ﹤0.01% 1003
2022
Q4 		$430 Hold
7
– – ﹤0.01% 957
2022
Q3 		$0 Hold
7
– – ﹤0.01% 1143
2022
Q2 		$0 Hold
7
– – ﹤0.01% 1123
2022
Q1 		$0 Hold
7
– – ﹤0.01% 1145
2021
Q4 		$0 Buy
+7
New +$461 ﹤0.01% 1154

Other funds holding VOYA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BDO Wealth Advisors's VOYA Position: Q2 2023 in Review

BDO Wealth Advisors held its Voya Financial (VOYA) position steady in Q2 2023 at 7 shares worth $502. The position accounts for ﹤0.01% of the portfolio, ranked #935.

BDO Wealth Advisors first reported a position in VOYA in Q4 2021 and has held it in 7 quarters since. 365 funds tracked by Wall St. Rank hold VOYA as of Q2 2023.

  • BDO Wealth Advisors held 7 shares of Voya Financial worth $502 as of Q2 2023.
  • BDO Wealth Advisors left its Voya Financial share count unchanged in Q2 2023.
  • Voya Financial made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #935 holding.
  • BDO Wealth Advisors first reported a position in Voya Financial in Q4 2021 and has held it in 7 quarters since.
  • 365 funds tracked by Wall St. Rank held Voya Financial as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.