Claris Advisors’s Voya Financial VOYA Stock Holding History

Claris 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	-8	Closed	-$634	–	1123
2024 Q3	$634	Buy	+8	New	+$571	﹤0.01%	570

Other funds holding VOYA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Claris Advisors's VOYA Position: Q4 2024 in Review

Claris Advisors sold out of Voya Financial (VOYA) in Q4 2024, closing a stake of 8 shares — an estimated $634 sold.

Claris Advisors first reported a position in VOYA in Q3 2024 and held it in 1 quarter. The position peaked at $634 in Q3 2024. 415 funds tracked by Wall St. Rank hold VOYA as of Q4 2024.

Claris Advisors reported no remaining Voya Financial position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 8 Voya Financial shares in Q4 2024, an estimated $634.
Claris Advisors first reported a position in Voya Financial in Q3 2024 and held it in 1 quarter.
Claris Advisors's Voya Financial position peaked at $634 in Q3 2024.
415 funds tracked by Wall St. Rank held Voya Financial as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.