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Capital Performance Advisors’s Voya Financial VOYA Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-41
Closed -$3.25K – 2625
2024
Q3 		$3.25K Buy
+41
New +$2.93K ﹤0.01% 1318

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Performance Advisors's VOYA Position: Q4 2024 in Review

Capital Performance Advisors sold out of Voya Financial (VOYA) in Q4 2024, closing a stake of 41 shares — an estimated $3.25K sold.

Capital Performance Advisors first reported a position in VOYA in Q3 2024 and held it in 1 quarter. The position peaked at $3.25K in Q3 2024. 418 funds tracked by Wall St. Rank hold VOYA as of Q4 2024.

  • Capital Performance Advisors reported no remaining Voya Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 41 Voya Financial shares in Q4 2024, an estimated $3.25K.
  • Capital Performance Advisors first reported a position in Voya Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Voya Financial position peaked at $3.25K in Q3 2024.
  • 418 funds tracked by Wall St. Rank held Voya Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.