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Milestone Investment Advisors’s Voya Financial VOYA Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-47
Closed -$3.12K – 429
2023
Q3 		$3.12K Buy
+47
New +$3.35K ﹤0.01% 340
2023
Q2 		– Sell
-47
Closed -$3.36K – 424
2023
Q1 		$3.36K Buy
+47
New +$3.29K ﹤0.01% 343

Other funds holding VOYA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Milestone Investment Advisors's VOYA Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Voya Financial (VOYA) in Q4 2023, closing a stake of 47 shares — an estimated $3.12K sold.

Milestone Investment Advisors first reported a position in VOYA in Q1 2023 and held it in 2 quarters. The position peaked at $3.36K in Q1 2023. 391 funds tracked by Wall St. Rank hold VOYA as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Voya Financial position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 47 Voya Financial shares in Q4 2023, an estimated $3.12K.
  • Milestone Investment Advisors first reported a position in Voya Financial in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Voya Financial position peaked at $3.36K in Q1 2023.
  • 391 funds tracked by Wall St. Rank held Voya Financial as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.