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Doyle Wealth Management’s Voya Financial VOYA Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-765
Closed -$42K – 749
2019
Q2 		$42K Buy
+765
New +$41K 0.01% 398
2019
Q1 		– Sell
-869
Closed -$35K – 743
2018
Q4 		$35K Buy
+869
New +$38.6K 0.01% 421

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 $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Doyle Wealth Management's VOYA Position: Q3 2019 in Review

Doyle Wealth Management sold out of Voya Financial (VOYA) in Q3 2019, closing a stake of 765 shares — an estimated $42K sold.

Doyle Wealth Management first reported a position in VOYA in Q4 2018 and held it in 2 quarters. The position peaked at $42K in Q2 2019. 371 funds tracked by Wall St. Rank hold VOYA as of Q3 2019.

  • Doyle Wealth Management reported no remaining Voya Financial position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 765 Voya Financial shares in Q3 2019, an estimated $42K.
  • Doyle Wealth Management first reported a position in Voya Financial in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Voya Financial position peaked at $42K in Q2 2019.
  • 371 funds tracked by Wall St. Rank held Voya Financial as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.