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Wealthspire Advisors (Maryland)’s Voya Financial VOYA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-92
Closed -$5K – 1997
2019
Q1 		$5K Buy
92
+8
+10% +$380 ﹤0.01% 1854
2018
Q4 		$3K Sell
84
-175
-68% -$7.77K ﹤0.01% 2003
2018
Q3 		$13K Sell
259
-29
-10% -$1.43K ﹤0.01% 1445
2018
Q2 		$14K Sell
288
-22
-7% -$1.14K ﹤0.01% 1443
2018
Q1 		$16K Buy
310
+173
+126% +$8.94K ﹤0.01% 1381
2017
Q4 		$7K Sell
137
-44
-24% -$1.89K ﹤0.01% 1742
2017
Q3 		$7K Sell
181
-67
-27% -$2.57K ﹤0.01% 1703
2017
Q2 		$9K Sell
248
-4
-2% -$146 ﹤0.01% 1588
2017
Q1 		$10K Buy
252
+34
+16% +$1.37K ﹤0.01% 1351
2016
Q4 		$9K Sell
218
-202
-48% -$7.12K ﹤0.01% 1267
2016
Q3 		$12K Hold
420
– – ﹤0.01% 1207
2016
Q2 		$10K Sell
420
-2
-0.5% -$61 ﹤0.01% 1203
2016
Q1 		$13K Sell
422
-11
-3% -$333 ﹤0.01% 1127
2015
Q4 		$16K Buy
+433
New +$17.1K ﹤0.01% 1052

Other funds holding VOYA

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VOYA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Voya Financial (VOYA) in Q2 2019, closing a stake of 92 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in VOYA in Q4 2015 and held it in 14 quarters. The position peaked at $16K in Q1 2018. 396 funds tracked by Wall St. Rank hold VOYA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Voya Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 92 Voya Financial shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Voya Financial in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Voya Financial position peaked at $16K in Q1 2018.
  • 396 funds tracked by Wall St. Rank held Voya Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.