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Glassman Wealth Services’s Voya Financial VOYA Stock Holding History

Glassman Wealth Services’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
-226
Closed -$16.5K – 1771
2023
Q4 		$16.5K Hold
226
– – ﹤0.01% 740
2023
Q3 		$15K Hold
226
– – ﹤0.01% 735
2023
Q2 		$16.2K Sell
226
-349
-61% -$25.1K ﹤0.01% 678
2023
Q1 		$41.1K Sell
575
-3
-0.5% -$210 0.01% 454
2022
Q4 		$35.5K Sell
578
-18
-3% -$1.15K 0.01% 501
2022
Q3 		$36K Buy
596
+12
+2% +$734 0.01% 465
2022
Q2 		$35K Sell
584
-13
-2% -$836 0.01% 473
2022
Q1 		$40K Buy
597
+20
+3% +$1.36K 0.01% 460
2021
Q4 		$38K Buy
577
+21
+4% +$1.38K 0.01% 436
2021
Q3 		$34K Buy
556
+396
+248% +$25.2K 0.01% 444
2021
Q2 		$10K Hold
160
– – ﹤0.01% 760
2021
Q1 		$10K Buy
160
+6
+4% +$361 ﹤0.01% 719
2020
Q4 		$9K Sell
154
-29
-16% -$1.57K ﹤0.01% 752
2020
Q3 		$9K Hold
183
– – ﹤0.01% 658
2020
Q2 		$9K Sell
183
-63
-26% -$2.8K ﹤0.01% 524
2020
Q1 		$10K Sell
246
-17
-6% -$927 ﹤0.01% 435
2019
Q4 		$16K Buy
263
+4
+2% +$226 0.01% 419
2019
Q3 		$14K Buy
259
+3
+1% +$160 0.01% 405
2019
Q2 		$14K Hold
256
– – 0.01% 411
2019
Q1 		$13K Buy
256
+245
+2,227% +$11.6K 0.01% 418
2018
Q4 		$0 Buy
+11
New +$489 ﹤0.01% 992

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

Glassman Wealth Services's VOYA Position: Q1 2024 in Review

Glassman Wealth Services sold out of Voya Financial (VOYA) in Q1 2024, closing a stake of 226 shares — an estimated $16.5K sold.

Glassman Wealth Services first reported a position in VOYA in Q4 2018 and held it in 21 quarters. The position peaked at $41.1K in Q1 2023. 396 funds tracked by Wall St. Rank hold VOYA as of Q1 2024.

  • Glassman Wealth Services reported no remaining Voya Financial position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 226 Voya Financial shares in Q1 2024, an estimated $16.5K.
  • Glassman Wealth Services first reported a position in Voya Financial in Q4 2018 and held it in 21 quarters.
  • Glassman Wealth Services's Voya Financial position peaked at $41.1K in Q1 2023.
  • 396 funds tracked by Wall St. Rank held Voya Financial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.