Crewe Advisors’s Voya Financial VOYA Stock Holding History

Crewe 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
2023 Q1	–	Sell	-64	Closed	-$3.94K	–	1033
2022 Q4	$3.94K	Sell	64 -80	-56%	-$5.13K	﹤0.01%	718
2022 Q3	$9K	Hold	144	–	–	﹤0.01%	703
2022 Q2	$9K	Buy	+144	New	+$9.26K	﹤0.01%	639

Other funds holding VOYA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Crewe Advisors's VOYA Position: Q1 2023 in Review

Crewe Advisors sold out of Voya Financial (VOYA) in Q1 2023, closing a stake of 64 shares — an estimated $3.94K sold.

Crewe Advisors first reported a position in VOYA in Q2 2022 and held it in 3 quarters. The position peaked at $9K in Q3 2022. 399 funds tracked by Wall St. Rank hold VOYA as of Q1 2023.

Crewe Advisors reported no remaining Voya Financial position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 64 Voya Financial shares in Q1 2023, an estimated $3.94K.
Crewe Advisors first reported a position in Voya Financial in Q2 2022 and held it in 3 quarters.
Crewe Advisors's Voya Financial position peaked at $9K in Q3 2022.
399 funds tracked by Wall St. Rank held Voya Financial as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.