Ropes Wealth Advisors’s Voya Financial VOYA Stock Holding History

Ropes 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	-19	Closed	-$1K	–	770
2020 Q4	$1K	Buy	+19	New	+$1.03K	﹤0.01%	787

Other funds holding VOYA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ropes Wealth Advisors's VOYA Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Voya Financial (VOYA) in Q1 2021, closing a stake of 19 shares — an estimated $1K sold.

Ropes 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.

Ropes Wealth Advisors reported no remaining Voya Financial position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 19 Voya Financial shares in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in Voya Financial in Q4 2020 and held it in 1 quarter.
Ropes 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 Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.