Surevest’s Voya Financial VOYA Stock Holding History

Surevest’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	$3K	Hold	55	–	–	﹤0.01%	376
2022 Q2	$3K	Hold	55	–	–	﹤0.01%	397
2022 Q1	$4K	Hold	55	–	–	﹤0.01%	344
2021 Q4	$4K	Buy	+55	New	+$3.62K	﹤0.01%	351

Other funds holding VOYA

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

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

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 $432B AUM 30.22% 1-Year Est. Return

Samlyn Capital New York $5.86B 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

Surevest's VOYA Position: Q3 2022 in Review

Surevest held its Voya Financial (VOYA) position steady in Q3 2022 at 55 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Surevest first reported a position in VOYA in Q4 2021 and has held it in 4 quarters since. The position peaked at $4K in Q1 2022. 385 funds tracked by Wall St. Rank hold VOYA as of Q3 2022.

Surevest held 55 shares of Voya Financial worth $3K as of Q3 2022.
Surevest left its Voya Financial share count unchanged in Q3 2022.
Voya Financial made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #376 holding.
Surevest first reported a position in Voya Financial in Q4 2021 and has held it in 4 quarters since.
Surevest's Voya Financial position peaked at $4K in Q1 2022.
385 funds tracked by Wall St. Rank held Voya Financial as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.