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Focused Wealth Management’s Voya Financial VOYA Stock Holding History

Focused 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
2024
Q1 		– Sell
-20
Closed -$1.43K – 956
2023
Q4 		$1.43K Buy
20
+1
+5% +$70 ﹤0.01% 812
2023
Q3 		$1.29K Hold
19
– – ﹤0.01% 821
2023
Q2 		$1.4K Hold
19
– – ﹤0.01% 843
2023
Q1 		$1.39K Hold
19
– – ﹤0.01% 833
2022
Q4 		$1.19K Hold
19
– – ﹤0.01% 844
2022
Q3 		$1K Hold
19
– – ﹤0.01% 910
2022
Q2 		$1K Hold
19
– – ﹤0.01% 886
2022
Q1 		$1K Hold
19
– – ﹤0.01% 949
2021
Q4 		$1K Hold
19
– – ﹤0.01% 941
2021
Q3 		$1K Buy
+19
New +$1.21K ﹤0.01% 951
2021
Q1 		– Sell
-2,125
Closed -$125K – 1017
2020
Q4 		$125K Sell
2,125
-375
-15% -$20.3K 0.02% 221
2020
Q3 		$120K Hold
2,500
– – 0.03% 217
2020
Q2 		$117K Hold
2,500
– – 0.03% 207
2020
Q1 		$101K Hold
2,500
– – 0.03% 197
2019
Q4 		$152K Hold
2,500
– – 0.04% 198
2019
Q3 		$136K Hold
2,500
– – 0.04% 194
2019
Q2 		$138K Hold
2,500
– – 0.04% 190
2019
Q1 		$125K Sell
2,500
-700
-22% -$33.2K 0.04% 185
2018
Q4 		$128K Hold
3,200
– – 0.04% 193
2018
Q3 		$159K Sell
3,200
-2,000
-38% -$98.8K 0.05% 175
2018
Q2 		$244K Hold
5,200
– – 0.08% 133
2018
Q1 		$263K Hold
5,200
– – 0.08% 123
2017
Q4 		$257K Buy
+5,200
New +$223K 0.08% 122
2017
Q3 		– Sell
-5,200
Closed -$192K – 738
2017
Q2 		$192K Hold
5,200
– – 0.07% 138
2017
Q1 		$197K Hold
5,200
– – 0.08% 141
2016
Q4 		$204K Sell
5,200
-200
-4% -$7.05K 0.09% 140
2016
Q3 		$156K Hold
5,400
– – 0.07% 173
2016
Q2 		$134K Buy
+5,400
New +$165K 0.06% 184

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Focused Wealth Management's VOYA Position: Q1 2024 in Review

Focused Wealth Management sold out of Voya Financial (VOYA) in Q1 2024, closing a stake of 20 shares — an estimated $1.43K sold.

Focused Wealth Management first reported a position in VOYA in Q2 2016 and held it in 28 quarters. The position peaked at $263K in Q1 2018. 396 funds tracked by Wall St. Rank hold VOYA as of Q1 2024.

  • Focused Wealth Management reported no remaining Voya Financial position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 20 Voya Financial shares in Q1 2024, an estimated $1.43K.
  • Focused Wealth Management first reported a position in Voya Financial in Q2 2016 and held it in 28 quarters.
  • Focused Wealth Management's Voya Financial position peaked at $263K in Q1 2018.
  • 396 funds tracked by Wall St. Rank held Voya Financial as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.