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Ellevest Inc’s Voya Financial VOYA Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-761
Closed -$54.4K – 1587
2023
Q1 		$54.4K Sell
761
-13
-2% -$910 ﹤0.01% 583
2022
Q4 		$47.6K Buy
774
+21
+3% +$1.34K ﹤0.01% 616
2022
Q3 		$46K Buy
753
+272
+57% +$16.6K ﹤0.01% 609
2022
Q2 		$29K Sell
481
-10
-2% -$643 ﹤0.01% 692
2022
Q1 		$33K Buy
491
+76
+18% +$5.18K ﹤0.01% 627
2021
Q4 		$28K Buy
415
+54
+15% +$3.56K ﹤0.01% 648
2021
Q3 		$22K Buy
361
+6
+2% +$382 ﹤0.01% 652
2021
Q2 		$22K Buy
355
+33
+10% +$2.17K ﹤0.01% 632
2021
Q1 		$20K Hold
322
– – ﹤0.01% 663
2020
Q4 		$19K Buy
322
+12
+4% +$650 ﹤0.01% 649
2020
Q3 		$15K Sell
310
-19
-6% -$935 ﹤0.01% 582
2020
Q2 		$15K Buy
329
+279
+558% +$12.4K ﹤0.01% 539
2020
Q1 		$2K Buy
50
+28
+127% +$1.53K ﹤0.01% 799
2019
Q4 		$1K Buy
+22
New +$1.24K ﹤0.01% 889

Other funds holding VOYA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ellevest Inc's VOYA Position: Q2 2023 in Review

Ellevest Inc sold out of Voya Financial (VOYA) in Q2 2023, closing a stake of 761 shares — an estimated $54.4K sold.

Ellevest Inc first reported a position in VOYA in Q4 2019 and held it in 14 quarters. The position peaked at $54.4K in Q1 2023. 366 funds tracked by Wall St. Rank hold VOYA as of Q2 2023.

  • Ellevest Inc reported no remaining Voya Financial position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 761 Voya Financial shares in Q2 2023, an estimated $54.4K.
  • Ellevest Inc first reported a position in Voya Financial in Q4 2019 and held it in 14 quarters.
  • Ellevest Inc's Voya Financial position peaked at $54.4K in Q1 2023.
  • 366 funds tracked by Wall St. Rank held Voya Financial as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.