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Prevail Innovative Wealth Advisors’s Voya Financial VOYA Stock Holding History

Prevail Innovative 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
-19,105
Closed -$1.36M – 203
2024
Q2 		$1.36M Buy
+19,105
New +$1.38M 0.48% 78

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Prevail Innovative Wealth Advisors's VOYA Position: Q3 2024 in Review

Prevail Innovative Wealth Advisors sold out of Voya Financial (VOYA) in Q3 2024, closing a stake of 19,105 shares — an estimated $1.36M sold.

Prevail Innovative Wealth Advisors first reported a position in VOYA in Q2 2024 and held it in 1 quarter. The position peaked at $1.36M in Q2 2024. 422 funds tracked by Wall St. Rank hold VOYA as of Q3 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Voya Financial position as of Q3 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 19,105 Voya Financial shares in Q3 2024, an estimated $1.36M.
  • Prevail Innovative Wealth Advisors first reported a position in Voya Financial in Q2 2024 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Voya Financial position peaked at $1.36M in Q2 2024.
  • 422 funds tracked by Wall St. Rank held Voya Financial as of Q3 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.