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Garrett Wealth Advisory Group’s Voya Financial VOYA Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-152
Closed -$8.28K – 620
2019
Q3 		$8.28K Buy
+152
New +$8.11K 0.01% 300

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 $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Garrett Wealth Advisory Group's VOYA Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Voya Financial (VOYA) in Q4 2019, closing a stake of 152 shares — an estimated $8.28K sold.

Garrett Wealth Advisory Group first reported a position in VOYA in Q3 2019 and held it in 1 quarter. The position peaked at $8.28K in Q3 2019. 408 funds tracked by Wall St. Rank hold VOYA as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Voya Financial position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 152 Voya Financial shares in Q4 2019, an estimated $8.28K.
  • Garrett Wealth Advisory Group first reported a position in Voya Financial in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Voya Financial position peaked at $8.28K in Q3 2019.
  • 408 funds tracked by Wall St. Rank held Voya Financial as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.