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FRG Family Wealth Advisors’s Voya Financial VOYA Stock Holding History

FRG Family Wealth Advisors’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
-22
Closed -$1.5K – 355
2024
Q1 		$1.5K Buy
+22
New +$1.55K ﹤0.01% 334

Other funds holding VOYA

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

FRG Family Wealth Advisors's VOYA Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Voya Financial (VOYA) in Q2 2024, closing a stake of 22 shares — an estimated $1.5K sold.

FRG Family Wealth Advisors first reported a position in VOYA in Q1 2024 and held it in 1 quarter. The position peaked at $1.5K in Q1 2024. 403 funds tracked by Wall St. Rank hold VOYA as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Voya Financial position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 22 Voya Financial shares in Q2 2024, an estimated $1.5K.
  • FRG Family Wealth Advisors first reported a position in Voya Financial in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Voya Financial position peaked at $1.5K in Q1 2024.
  • 403 funds tracked by Wall St. Rank held Voya Financial as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.