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Optimal Asset Management’s Voya Financial VOYA Stock Holding History

Optimal Asset 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
2021
Q3 		$952K Hold
15,500
– – 0.12% 243
2021
Q2 		$953K Hold
15,500
– – 0.11% 252
2021
Q1 		$986K Buy
15,500
+800
+5% +$48.1K 0.13% 234
2020
Q4 		$865K Sell
14,700
-14,700
-50% -$797K 0.12% 258
2020
Q3 		$1.41M Buy
29,400
+17,100
+139% +$842K 0.2% 165
2020
Q2 		$574K Sell
12,300
-28,305
-70% -$1.26M 0.09% 310
2020
Q1 		$3.03K Buy
40,605
+30,700
+310% +$1.67M 0.28% 118
2019
Q4 		$604K Buy
+9,905
New +$559K 0.09% 299

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimal Asset Management's VOYA Position: Q3 2021 in Review

Optimal Asset Management held its Voya Financial (VOYA) position steady in Q3 2021 at 15,500 shares worth $952K. The position accounts for 0.12% of the portfolio, ranked #243.

Optimal Asset Management first reported a position in VOYA in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.41M in Q3 2020. 394 funds tracked by Wall St. Rank hold VOYA as of Q3 2021.

  • Optimal Asset Management held 15,500 shares of Voya Financial worth $952K as of Q3 2021.
  • Optimal Asset Management left its Voya Financial share count unchanged in Q3 2021.
  • Voya Financial made up 0.12% of Optimal Asset Management's portfolio in Q3 2021, its #243 holding.
  • Optimal Asset Management first reported a position in Voya Financial in Q4 2019 and has held it in 8 quarters since.
  • Optimal Asset Management's Voya Financial position peaked at $1.41M in Q3 2020.
  • 394 funds tracked by Wall St. Rank held Voya Financial as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.