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Sowell Financial Services’s Voya Financial VOYA Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-29
Closed -$2K – 2682
2021
Q1 		$2K Sell
29
-104
-78% -$6.25K ﹤0.01% 2860
2020
Q4 		$8K Buy
133
+104
+359% +$5.64K ﹤0.01% 2136
2020
Q3 		$1K Hold
29
– – ﹤0.01% 2447
2020
Q2 		$1K Hold
29
– – ﹤0.01% 2387
2020
Q1 		$1K Sell
29
-337
-92% -$18.4K ﹤0.01% 2334
2019
Q4 		$22K Buy
366
+266
+266% +$15K ﹤0.01% 1409
2019
Q3 		$5K Buy
+100
New +$5.34K ﹤0.01% 1787

Other funds holding VOYA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's VOYA Position: Q2 2021 in Review

Sowell Financial Services sold out of Voya Financial (VOYA) in Q2 2021, closing a stake of 29 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in VOYA in Q3 2019 and held it in 7 quarters. The position peaked at $22K in Q4 2019. 389 funds tracked by Wall St. Rank hold VOYA as of Q2 2021.

  • Sowell Financial Services reported no remaining Voya Financial position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 29 Voya Financial shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in Voya Financial in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Voya Financial position peaked at $22K in Q4 2019.
  • 389 funds tracked by Wall St. Rank held Voya Financial as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.