Financial Gravity Asset Management’s Voya Financial VOYA Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-150	Closed	-$10.9K	–	1786
2024 Q1	$10.9K	Hold	150	–	–	﹤0.01%	456
2023 Q4	$10.9K	Buy	+150	New	+$10.5K	﹤0.01%	466
2019 Q4	–	Sell	-19	Closed	-$1K	–	1712
2019 Q3	$1K	Sell	19 -7	-27%	-$374	﹤0.01%	1123
2019 Q2	$1K	Buy	26 +5	+24%	+$268	﹤0.01%	1142
2019 Q1	$1K	Buy	+21	New	+$996	﹤0.01%	1212
2018 Q3	$0	Hold	3	–	–	﹤0.01%	1637
2018 Q2	$0	Buy	+3	New	+$155	﹤0.01%	1625

Other funds holding VOYA

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Financial Gravity Asset Management's VOYA Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Voya Financial (VOYA) in Q2 2024, closing a stake of 150 shares — an estimated $10.9K sold.

Financial Gravity Asset Management first reported a position in VOYA in Q2 2018 and held it in 7 quarters. The position peaked at $10.9K in Q1 2024. 405 funds tracked by Wall St. Rank hold VOYA as of Q2 2024.

Financial Gravity Asset Management reported no remaining Voya Financial position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 150 Voya Financial shares in Q2 2024, an estimated $10.9K.
Financial Gravity Asset Management first reported a position in Voya Financial in Q2 2018 and held it in 7 quarters.
Financial Gravity Asset Management's Voya Financial position peaked at $10.9K in Q1 2024.
405 funds tracked by Wall St. Rank held Voya Financial as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.