Concord Wealth Partners’s Voya Financial VOYA Stock Holding History

Concord Wealth Partners’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
2023 Q4	–	Sell	-106	Closed	-$7.04K	–	1025
2023 Q3	$7.04K	Buy	+106	New	+$7.54K	﹤0.01%	671

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Wealth Partners's VOYA Position: Q4 2023 in Review

Concord Wealth Partners sold out of Voya Financial (VOYA) in Q4 2023, closing a stake of 106 shares — an estimated $7.04K sold.

Concord Wealth Partners first reported a position in VOYA in Q3 2023 and held it in 1 quarter. The position peaked at $7.04K in Q3 2023. 391 funds tracked by Wall St. Rank hold VOYA as of Q4 2023.

Concord Wealth Partners reported no remaining Voya Financial position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 106 Voya Financial shares in Q4 2023, an estimated $7.04K.
Concord Wealth Partners first reported a position in Voya Financial in Q3 2023 and held it in 1 quarter.
Concord Wealth Partners's Voya Financial position peaked at $7.04K in Q3 2023.
391 funds tracked by Wall St. Rank held Voya Financial as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.