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VOYA icon

INVST’s Voya Financial VOYA Stock Holding History

INVST’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
-10,769
Closed -$773K – 281
2023
Q4 		$773K Sell
10,769
-414
-4% -$28.9K 0.1% 122
2023
Q3 		$743K Buy
11,183
+433
+4% +$30.8K 0.11% 112
2023
Q2 		$771K Buy
10,750
+174
+2% +$12.5K 0.11% 112
2023
Q1 		$802K Buy
10,576
+2,228
+27% +$156K 0.12% 102
2022
Q4 		$582K Buy
8,348
+318
+4% +$20.4K 0.09% 113
2022
Q3 		$514K Buy
8,030
+411
+5% +$25.1K 0.09% 116
2022
Q2 		$472K Buy
7,619
+509
+7% +$32.7K 0.07% 124
2022
Q1 		$450K Buy
7,110
+918
+15% +$62.6K 0.07% 124
2021
Q4 		$412K Buy
+6,192
New +$408K 0.06% 134

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 $3.38T AUM 44.17% 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

INVST's VOYA Position: Q1 2024 in Review

INVST sold out of Voya Financial (VOYA) in Q1 2024, closing a stake of 10,769 shares — an estimated $773K sold.

INVST first reported a position in VOYA in Q4 2021 and held it in 9 quarters. The position peaked at $802K in Q1 2023. 396 funds tracked by Wall St. Rank hold VOYA as of Q1 2024.

  • INVST reported no remaining Voya Financial position as of Q1 2024 after selling out during the quarter.
  • INVST sold 10,769 Voya Financial shares in Q1 2024, an estimated $773K.
  • INVST first reported a position in Voya Financial in Q4 2021 and held it in 9 quarters.
  • INVST's Voya Financial position peaked at $802K in Q1 2023.
  • 396 funds tracked by Wall St. Rank held Voya Financial as of Q1 2024.

Based on INVST's 13F filing for Q1 2024, filed 24 May 2024.