PFGIA
VOYA icon

Patriot Financial Group Insurance Agency’s Voya Financial VOYA Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-660
Closed -$39K – 1907
2022
Q2 		$39K Sell
660
-99
-13% -$6.37K 0.01% 805
2022
Q1 		$50K Buy
759
+2
+0.3% +$136 0.01% 781
2021
Q4 		$50K Buy
757
+1
+0.1% +$66 0.01% 863
2021
Q3 		$46K Buy
756
+2
+0.3% +$127 0.01% 896
2021
Q2 		$46K Sell
754
-389
-34% -$25.6K 0.01% 865
2021
Q1 		$73K Buy
1,143
+1
+0.1% +$60 0.02% 650
2020
Q4 		$67K Buy
1,142
+151
+15% +$8.18K 0.02% 602
2020
Q3 		$48K Buy
991
+150
+18% +$7.38K 0.02% 550
2020
Q2 		$39K Buy
841
+1
+0.1% +$44 0.01% 575
2020
Q1 		$34K Buy
840
+360
+75% +$19.6K 0.02% 533
2019
Q4 		$29K Hold
480
– – 0.01% 600
2019
Q3 		$26K Sell
480
-16
-3% -$854 0.01% 583
2019
Q2 		$28K Buy
496
+476
+2,380% +$25.5K 0.01% 558
2019
Q1 		$1K Hold
20
– – ﹤0.01% 1184
2018
Q4 		$1K Buy
+20
New +$888 ﹤0.01% 952

Other funds holding VOYA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VOYA Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Voya Financial (VOYA) in Q3 2022, closing a stake of 660 shares — an estimated $39K sold.

Patriot Financial Group Insurance Agency first reported a position in VOYA in Q4 2018 and held it in 15 quarters. The position peaked at $73K in Q1 2021. 386 funds tracked by Wall St. Rank hold VOYA as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Voya Financial position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 660 Voya Financial shares in Q3 2022, an estimated $39K.
  • Patriot Financial Group Insurance Agency first reported a position in Voya Financial in Q4 2018 and held it in 15 quarters.
  • Patriot Financial Group Insurance Agency's Voya Financial position peaked at $73K in Q1 2021.
  • 386 funds tracked by Wall St. Rank held Voya Financial as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.