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SWM
SeaCrest Wealth Management’s
Voya Financial
VOYA
Stock Holding History
SeaCrest 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
2022
Q3
–
Sell
-606
Closed
-$36K
–
1504
2022
Q2
$36K
Buy
+606
New
+$39K
﹤0.01%
1264
2019
Q2
–
Sell
-1,218
Closed
-$61K
–
1810
2019
Q1
$61K
Hold
1,218
–
–
0.01%
870
2018
Q4
$49K
Buy
1,218
+400
+49%
+$17.8K
0.01%
901
2018
Q3
$41K
Hold
818
–
–
0.01%
1088
2018
Q2
$38K
Buy
818
+1
+0.1%
+$52
0.01%
1094
2018
Q1
$41K
Hold
817
–
–
0.01%
1042
2017
Q4
$40K
Buy
+817
New
+$35.1K
0.01%
1054
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$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
SC
Samlyn Capital
New York
$5.82B AUM
36.3%
1-Year Est. Return
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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