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Selective Wealth Management’s Voya Financial VOYA Stock Holding History

Selective 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
2020
Q3 		– Sell
-42
Closed -$2K – 417
2020
Q2 		$2K Hold
42
– – ﹤0.01% 392
2020
Q1 		$2K Hold
42
– – ﹤0.01% 301
2019
Q4 		$3K Hold
42
– – ﹤0.01% 273
2019
Q3 		$2K Buy
+42
New +$2.24K ﹤0.01% 306

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Selective Wealth Management's VOYA Position: Q3 2020 in Review

Selective Wealth Management sold out of Voya Financial (VOYA) in Q3 2020, closing a stake of 42 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in VOYA in Q3 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 383 funds tracked by Wall St. Rank hold VOYA as of Q3 2020.

  • Selective Wealth Management reported no remaining Voya Financial position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 42 Voya Financial shares in Q3 2020, an estimated $2K.
  • Selective Wealth Management first reported a position in Voya Financial in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's Voya Financial position peaked at $3K in Q4 2019.
  • 383 funds tracked by Wall St. Rank held Voya Financial as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.