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Charter Oak Capital Management’s Voya Financial VOYA Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-88
Closed -$5K – 872
2022
Q2 		$5K Hold
88
– – ﹤0.01% 712
2022
Q1 		$6K Buy
+88
New +$6K ﹤0.01% 731

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Bank of New York Mellon
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SC
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Pzena Investment Management
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State Street
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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charter Oak Capital Management's VOYA Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Voya Financial (VOYA) in Q3 2022, closing a stake of 88 shares — an estimated $5K sold.

Charter Oak Capital Management first reported a position in VOYA in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 386 funds tracked by Wall St. Rank hold VOYA as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Voya Financial position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 88 Voya Financial shares in Q3 2022, an estimated $5K.
  • Charter Oak Capital Management first reported a position in Voya Financial in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's Voya Financial position peaked at $6K in Q1 2022.
  • 386 funds tracked by Wall St. Rank held Voya Financial as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.