Valeo Financial Advisors’s Voya Financial VOYA Stock Holding History

Valeo Financial 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
2020 Q2	–	Sell	-990	Closed	-$43K	–	2167
2020 Q1	$43K	Hold	990	–	–	﹤0.01%	661
2019 Q4	$60K	Hold	990	–	–	0.01%	587
2019 Q3	$54K	Sell	990 -37	-4%	-$1.98K	0.01%	580
2019 Q2	$57K	Sell	1,027 -25	-2%	-$1.34K	0.01%	561
2019 Q1	$53K	Hold	1,052	–	–	0.01%	539
2018 Q4	$42K	Sell	1,052 -156	-13%	-$6.93K	0.01%	538
2018 Q3	$50K	Buy	1,208 +257	+27%	+$12.7K	0.01%	547
2018 Q2	$47K	Buy	951 +38	+4%	+$1.97K	0.01%	551
2018 Q1	$46K	Buy	913 +410	+82%	+$21.2K	0.01%	505
2017 Q4	$25K	Hold	503	–	–	﹤0.01%	624
2017 Q3	$20K	Buy	+503	New	+$19.3K	﹤0.01%	555

Other funds holding VOYA

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valeo Financial Advisors's VOYA Position: Q2 2020 in Review

Valeo Financial Advisors sold out of Voya Financial (VOYA) in Q2 2020, closing a stake of 990 shares — an estimated $43K sold.

Valeo Financial Advisors first reported a position in VOYA in Q3 2017 and held it in 11 quarters. The position peaked at $60K in Q4 2019. 374 funds tracked by Wall St. Rank hold VOYA as of Q2 2020.

Valeo Financial Advisors reported no remaining Voya Financial position as of Q2 2020 after selling out during the quarter.
Valeo Financial Advisors sold 990 Voya Financial shares in Q2 2020, an estimated $43K.
Valeo Financial Advisors first reported a position in Voya Financial in Q3 2017 and held it in 11 quarters.
Valeo Financial Advisors's Voya Financial position peaked at $60K in Q4 2019.
374 funds tracked by Wall St. Rank held Voya Financial as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.