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CSat Investment Advisory’s Voya Financial VOYA Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-525
Closed -$25K – 952
2020
Q3 		$25K Buy
525
+67
+15% +$3.3K ﹤0.01% 809
2020
Q2 		$21K Buy
458
+113
+33% +$5.02K ﹤0.01% 822
2020
Q1 		$14K Buy
345
+57
+20% +$3.11K ﹤0.01% 815
2019
Q4 		$18K Buy
288
+42
+17% +$2.37K ﹤0.01% 825
2019
Q3 		$13K Buy
246
+34
+16% +$1.81K ﹤0.01% 844
2019
Q2 		$12K Buy
+212
New +$11.4K ﹤0.01% 827

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CSat Investment Advisory's VOYA Position: Q4 2020 in Review

CSat Investment Advisory sold out of Voya Financial (VOYA) in Q4 2020, closing a stake of 525 shares — an estimated $25K sold.

CSat Investment Advisory first reported a position in VOYA in Q2 2019 and held it in 6 quarters. The position peaked at $25K in Q3 2020. 388 funds tracked by Wall St. Rank hold VOYA as of Q4 2020.

  • CSat Investment Advisory reported no remaining Voya Financial position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 525 Voya Financial shares in Q4 2020, an estimated $25K.
  • CSat Investment Advisory first reported a position in Voya Financial in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Voya Financial position peaked at $25K in Q3 2020.
  • 388 funds tracked by Wall St. Rank held Voya Financial as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.