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Opal Wealth Advisors’s Voya Financial VOYA Stock Holding History

Opal 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
2024
Q3 		– Sell
-10
Closed -$712 – 1147
2024
Q2 		$712 Sell
10
-6
-38% -$432 ﹤0.01% 1123
2024
Q1 		$1.18K Buy
+16
New +$1.13K ﹤0.01% 307

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Opal Wealth Advisors's VOYA Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Voya Financial (VOYA) in Q3 2024, closing a stake of 10 shares — an estimated $712 sold.

Opal Wealth Advisors first reported a position in VOYA in Q1 2024 and held it in 2 quarters. The position peaked at $1.18K in Q1 2024. 424 funds tracked by Wall St. Rank hold VOYA as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Voya Financial position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 10 Voya Financial shares in Q3 2024, an estimated $712.
  • Opal Wealth Advisors first reported a position in Voya Financial in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Voya Financial position peaked at $1.18K in Q1 2024.
  • 424 funds tracked by Wall St. Rank held Voya Financial as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.