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Cornerstone Planning Group’s Voya Financial VOYA Stock Holding History

Cornerstone Planning Group’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
Q1 		– Sell
-29
Closed -$2.12K – 1192
2023
Q4 		$2.12K Hold
29
– – ﹤0.01% 622
2023
Q3 		$1.93K Hold
29
– – ﹤0.01% 667
2023
Q2 		$2.08K Buy
+29
New +$2.08K ﹤0.01% 1139
2022
Q4 		$1.91K Buy
+29
New +$1.86K ﹤0.01% 1202

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cornerstone Planning Group's VOYA Position: Q1 2024 in Review

Cornerstone Planning Group sold out of Voya Financial (VOYA) in Q1 2024, closing a stake of 29 shares — an estimated $2.12K sold.

Cornerstone Planning Group first reported a position in VOYA in Q4 2022 and held it in 4 quarters. The position peaked at $2.12K in Q4 2023. 396 funds tracked by Wall St. Rank hold VOYA as of Q1 2024.

  • Cornerstone Planning Group reported no remaining Voya Financial position as of Q1 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 29 Voya Financial shares in Q1 2024, an estimated $2.12K.
  • Cornerstone Planning Group first reported a position in Voya Financial in Q4 2022 and held it in 4 quarters.
  • Cornerstone Planning Group's Voya Financial position peaked at $2.12K in Q4 2023.
  • 396 funds tracked by Wall St. Rank held Voya Financial as of Q1 2024.

Based on Cornerstone Planning Group's 13F filing for Q1 2024, filed 7 May 2024.