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Beaird Harris Wealth Management’s Voya Financial VOYA Stock Holding History

Beaird Harris 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
2024
Q2 		– Sell
-10
Closed -$740 – 797
2024
Q1 		$740 Hold
10
– – ﹤0.01% 569
2023
Q4 		$730 Buy
+10
New +$697 ﹤0.01% 546

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Beaird Harris Wealth Management's VOYA Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of Voya Financial (VOYA) in Q2 2024, closing a stake of 10 shares — an estimated $740 sold.

Beaird Harris Wealth Management first reported a position in VOYA in Q4 2023 and held it in 2 quarters. The position peaked at $740 in Q1 2024. 403 funds tracked by Wall St. Rank hold VOYA as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining Voya Financial position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 10 Voya Financial shares in Q2 2024, an estimated $740.
  • Beaird Harris Wealth Management first reported a position in Voya Financial in Q4 2023 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Voya Financial position peaked at $740 in Q1 2024.
  • 403 funds tracked by Wall St. Rank held Voya Financial as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.