One Wealth Advisors’s Voya Financial VOYA Stock Holding History

One Wealth 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
2020 Q1	–	Sell	-3,891	Closed	-$237K	–	140
2019 Q4	$237K	Sell	3,891 -27	-0.7%	-$1.52K	0.18%	89
2019 Q3	$213K	Sell	3,918 -683	-15%	-$36.5K	0.19%	97
2019 Q2	$254K	Buy	+4,601	New	+$247K	0.21%	85
2018 Q4	–	Sell	-7,526	Closed	-$374K	–	459
2018 Q3	$374K	Sell	7,526 -127	-2%	-$6.28K	0.29%	62
2018 Q2	$360K	Sell	7,653 -78	-1%	-$4.04K	0.29%	61
2018 Q1	$390K	Buy	+7,731	New	+$399K	0.34%	44

Other funds holding VOYA

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

One Wealth Advisors's VOYA Position: Q1 2020 in Review

One Wealth Advisors sold out of Voya Financial (VOYA) in Q1 2020, closing a stake of 3,891 shares — an estimated $237K sold.

One Wealth Advisors first reported a position in VOYA in Q1 2018 and held it in 6 quarters. The position peaked at $390K in Q1 2018. 369 funds tracked by Wall St. Rank hold VOYA as of Q1 2020.

One Wealth Advisors reported no remaining Voya Financial position as of Q1 2020 after selling out during the quarter.
One Wealth Advisors sold 3,891 Voya Financial shares in Q1 2020, an estimated $237K.
One Wealth Advisors first reported a position in Voya Financial in Q1 2018 and held it in 6 quarters.
One Wealth Advisors's Voya Financial position peaked at $390K in Q1 2018.
369 funds tracked by Wall St. Rank held Voya Financial as of Q1 2020.

Based on One Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.