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Turtle Creek Wealth Advisors’s Voya Financial VOYA Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-85
Closed -$6.2K – 796
2023
Q4 		$6.2K Buy
+85
New +$5.93K ﹤0.01% 616

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Turtle Creek Wealth Advisors's VOYA Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Voya Financial (VOYA) in Q1 2024, closing a stake of 85 shares — an estimated $6.2K sold.

Turtle Creek Wealth Advisors first reported a position in VOYA in Q4 2023 and held it in 1 quarter. The position peaked at $6.2K in Q4 2023. 394 funds tracked by Wall St. Rank hold VOYA as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Voya Financial position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 85 Voya Financial shares in Q1 2024, an estimated $6.2K.
  • Turtle Creek Wealth Advisors first reported a position in Voya Financial in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Voya Financial position peaked at $6.2K in Q4 2023.
  • 394 funds tracked by Wall St. Rank held Voya Financial as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.