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Regent Peak Wealth Advisors’s Voya Financial VOYA Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-13
Closed -$1K – 974
2020
Q4 		$1K Buy
+13
New +$705 ﹤0.01% 1008

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

Regent Peak Wealth Advisors's VOYA Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Voya Financial (VOYA) in Q1 2021, closing a stake of 13 shares — an estimated $1K sold.

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

  • Regent Peak Wealth Advisors reported no remaining Voya Financial position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 13 Voya Financial shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Voya Financial in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Voya Financial position peaked at $1K in Q4 2020.
  • 389 funds tracked by Wall St. Rank held Voya Financial as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.