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Gupta Wealth Management’s Voya Financial VOYA Stock Holding History

Gupta 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
2016
Q1 		$56K Buy
1,866
+1,817
+3,708% +$55K 0.01% 423
2015
Q4 		$2K Hold
49
– – ﹤0.01% 1142
2015
Q3 		$2K Hold
49
– – ﹤0.01% 1154
2015
Q2 		$2K Buy
+49
New +$2.21K ﹤0.01% 1156

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Gupta Wealth Management's VOYA Position: Q1 2016 in Review

Gupta Wealth Management increased its Voya Financial (VOYA) stake by 3,708% in Q1 2016, buying an estimated $55K and bringing the position to 1,866 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #423.

Gupta Wealth Management first reported a position in VOYA in Q2 2015 and has held it in 4 quarters since. 353 funds tracked by Wall St. Rank hold VOYA as of Q1 2016.

  • Gupta Wealth Management held 1,866 shares of Voya Financial worth $56K as of Q1 2016.
  • Gupta Wealth Management bought 1,817 Voya Financial shares in Q1 2016, an estimated $55K.
  • Voya Financial made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #423 holding.
  • Gupta Wealth Management first reported a position in Voya Financial in Q2 2015 and has held it in 4 quarters since.
  • 353 funds tracked by Wall St. Rank held Voya Financial as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.