Jeppson Wealth Management’s Voya Financial VOYA Stock Holding History

Jeppson 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
2020 Q4	–	Sell	-700	Closed	-$34K	–	450
2020 Q3	$34K	Buy	+700	New	+$34.5K	0.03%	263

Other funds holding VOYA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jeppson Wealth Management's VOYA Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Voya Financial (VOYA) in Q4 2020, closing a stake of 700 shares — an estimated $34K sold.

Jeppson Wealth Management first reported a position in VOYA in Q3 2020 and held it in 1 quarter. The position peaked at $34K in Q3 2020. 387 funds tracked by Wall St. Rank hold VOYA as of Q4 2020.

Jeppson Wealth Management reported no remaining Voya Financial position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 700 Voya Financial shares in Q4 2020, an estimated $34K.
Jeppson Wealth Management first reported a position in Voya Financial in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Voya Financial position peaked at $34K in Q3 2020.
387 funds tracked by Wall St. Rank held Voya Financial as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.