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Perigon Wealth Management’s Voya Financial VOYA Stock Holding History

Perigon 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
2021
Q1 		– Sell
-365
Closed -$21K – 1024
2020
Q4 		$21K Buy
+365
New +$19.8K ﹤0.01% 1030

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Perigon Wealth Management's VOYA Position: Q1 2021 in Review

Perigon Wealth Management sold out of Voya Financial (VOYA) in Q1 2021, closing a stake of 365 shares — an estimated $21K sold.

Perigon Wealth Management first reported a position in VOYA in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 389 funds tracked by Wall St. Rank hold VOYA as of Q1 2021.

  • Perigon Wealth Management reported no remaining Voya Financial position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 365 Voya Financial shares in Q1 2021, an estimated $21K.
  • Perigon Wealth Management first reported a position in Voya Financial in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Voya Financial position peaked at $21K in Q4 2020.
  • 389 funds tracked by Wall St. Rank held Voya Financial as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.