SkyOak Wealth’s Voya Financial VOYA Stock Holding History

SkyOak Wealth’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 Q1	–	Sell	-12,712	Closed	-$775K	–	309
2019 Q4	$775K	Buy	+12,712	New	+$717K	0.24%	92

Other funds holding VOYA

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

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

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

SkyOak Wealth's VOYA Position: Q1 2020 in Review

SkyOak Wealth sold out of Voya Financial (VOYA) in Q1 2020, closing a stake of 12,712 shares — an estimated $775K sold.

SkyOak Wealth first reported a position in VOYA in Q4 2019 and held it in 1 quarter. The position peaked at $775K in Q4 2019. 368 funds tracked by Wall St. Rank hold VOYA as of Q1 2020.

SkyOak Wealth reported no remaining Voya Financial position as of Q1 2020 after selling out during the quarter.
SkyOak Wealth sold 12,712 Voya Financial shares in Q1 2020, an estimated $775K.
SkyOak Wealth first reported a position in Voya Financial in Q4 2019 and held it in 1 quarter.
SkyOak Wealth's Voya Financial position peaked at $775K in Q4 2019.
368 funds tracked by Wall St. Rank held Voya Financial as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.