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MorganRosel Wealth Management’s Voya Financial VOYA Stock Holding History

MorganRosel 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
2019
Q4 		– Sell
-12,240
Closed -$666K – 79
2019
Q3 		$666K Sell
12,240
-358
-3% -$19.1K 0.55% 45
2019
Q2 		$697K Buy
+12,598
New +$675K 0.57% 45

Other funds holding VOYA

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Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MorganRosel Wealth Management's VOYA Position: Q4 2019 in Review

MorganRosel Wealth Management sold out of Voya Financial (VOYA) in Q4 2019, closing a stake of 12,240 shares — an estimated $666K sold.

MorganRosel Wealth Management first reported a position in VOYA in Q2 2019 and held it in 2 quarters. The position peaked at $697K in Q2 2019. 409 funds tracked by Wall St. Rank hold VOYA as of Q4 2019.

  • MorganRosel Wealth Management reported no remaining Voya Financial position as of Q4 2019 after selling out during the quarter.
  • MorganRosel Wealth Management sold 12,240 Voya Financial shares in Q4 2019, an estimated $666K.
  • MorganRosel Wealth Management first reported a position in Voya Financial in Q2 2019 and held it in 2 quarters.
  • MorganRosel Wealth Management's Voya Financial position peaked at $697K in Q2 2019.
  • 409 funds tracked by Wall St. Rank held Voya Financial as of Q4 2019.

Based on MorganRosel Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.