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TCI Wealth Advisors’s Voya Financial VOYA Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-191
Closed -$13.6K – 2180
2023
Q1 		$13.6K Buy
191
+1
+0.5% +$70 ﹤0.01% 898
2022
Q4 		$11.7K Sell
190
-2
-1% -$128 ﹤0.01% 962
2022
Q3 		$12K Buy
192
+8
+4% +$489 ﹤0.01% 934
2022
Q2 		$11K Sell
184
-58
-24% -$3.73K ﹤0.01% 975
2022
Q1 		$16K Buy
242
+6
+3% +$409 ﹤0.01% 815
2021
Q4 		$16K Hold
236
– – ﹤0.01% 843
2021
Q3 		$14K Buy
236
+65
+38% +$4.14K ﹤0.01% 892
2021
Q2 		$11K Hold
171
– – ﹤0.01% 929
2021
Q1 		$11K Buy
171
+83
+94% +$4.99K ﹤0.01% 831
2020
Q4 		$5K Buy
+88
New +$4.77K ﹤0.01% 913
2020
Q2 		– Sell
-3
Closed – – 1677
2020
Q1 		$0 Buy
+3
New +$164 ﹤0.01% 1781

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TCI Wealth Advisors's VOYA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Voya Financial (VOYA) in Q2 2023, closing a stake of 191 shares — an estimated $13.6K sold.

TCI Wealth Advisors first reported a position in VOYA in Q1 2020 and held it in 11 quarters. The position peaked at $16K in Q1 2022. 366 funds tracked by Wall St. Rank hold VOYA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Voya Financial position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 191 Voya Financial shares in Q2 2023, an estimated $13.6K.
  • TCI Wealth Advisors first reported a position in Voya Financial in Q1 2020 and held it in 11 quarters.
  • TCI Wealth Advisors's Voya Financial position peaked at $16K in Q1 2022.
  • 366 funds tracked by Wall St. Rank held Voya Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.