Berman Capital Advisors’s Voya Financial VOYA Stock Holding History

Berman Capital 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
2021 Q3	$29K	Sell	491 -1	-0.2%	-$64	﹤0.01%	872
2021 Q2	$29K	Buy	492 +1	+0.2%	+$66	﹤0.01%	780
2021 Q1	$30K	Sell	491 -1	-0.2%	-$60	0.01%	662
2020 Q4	$28K	Sell	492 -28	-5%	-$1.52K	0.01%	581
2020 Q3	$24K	Buy	520 +20	+4%	+$985	0.01%	536
2020 Q2	$23K	Buy	500 +121	+32%	+$5.37K	0.01%	512
2020 Q1	$14K	Buy	379 +275	+264%	+$15K	﹤0.01%	590
2019 Q4	$6K	Hold	104	–	–	﹤0.01%	940
2019 Q3	$5K	Hold	104	–	–	﹤0.01%	966
2019 Q2	$5K	Hold	104	–	–	﹤0.01%	984
2019 Q1	$5K	Buy	104 +48	+86%	+$2.28K	﹤0.01%	883
2018 Q4	$2K	Buy	+56	New	+$2.49K	﹤0.01%	909

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Berman Capital Advisors's VOYA Position: Q3 2021 in Review

Berman Capital Advisors reduced its Voya Financial (VOYA) stake by 0.2% in Q3 2021, selling an estimated $64 and leaving 491 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Berman Capital Advisors first reported a position in VOYA in Q4 2018 and has held it in 12 quarters since. The position peaked at $30K in Q1 2021. 395 funds tracked by Wall St. Rank hold VOYA as of Q3 2021.

Berman Capital Advisors held 491 shares of Voya Financial worth $29K as of Q3 2021.
Berman Capital Advisors sold 1 Voya Financial share in Q3 2021, an estimated $64.
Voya Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #872 holding.
Berman Capital Advisors first reported a position in Voya Financial in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Voya Financial position peaked at $30K in Q1 2021.
395 funds tracked by Wall St. Rank held Voya Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.