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Heritage Financial Services’s Voya Financial VOYA Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-60
Closed -$3K – 472
2022
Q2 		$3K Buy
+60
New +$3.86K ﹤0.01% 403

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SC
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State Street
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Heritage Financial Services's VOYA Position: Q3 2022 in Review

Heritage Financial Services sold out of Voya Financial (VOYA) in Q3 2022, closing a stake of 60 shares — an estimated $3K sold.

Heritage Financial Services first reported a position in VOYA in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 386 funds tracked by Wall St. Rank hold VOYA as of Q3 2022.

  • Heritage Financial Services reported no remaining Voya Financial position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 60 Voya Financial shares in Q3 2022, an estimated $3K.
  • Heritage Financial Services first reported a position in Voya Financial in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Voya Financial position peaked at $3K in Q2 2022.
  • 386 funds tracked by Wall St. Rank held Voya Financial as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.