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Westover Capital Advisors’s Voya Financial VOYA Stock Holding History

Westover Capital 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
Q1 		– Sell
-11,546
Closed -$704K – 150
2019
Q4 		$704K Buy
11,546
+5,746
+99% +$324K 0.31% 71
2019
Q3 		$316K Sell
5,800
-910
-14% -$48.6K 0.15% 104
2019
Q2 		$371K Buy
+6,710
New +$359K 0.18% 93

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 $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Westover Capital Advisors's VOYA Position: Q1 2020 in Review

Westover Capital Advisors sold out of Voya Financial (VOYA) in Q1 2020, closing a stake of 11,546 shares — an estimated $704K sold.

Westover Capital Advisors first reported a position in VOYA in Q2 2019 and held it in 3 quarters. The position peaked at $704K in Q4 2019. 368 funds tracked by Wall St. Rank hold VOYA as of Q1 2020.

  • Westover Capital Advisors reported no remaining Voya Financial position as of Q1 2020 after selling out during the quarter.
  • Westover Capital Advisors sold 11,546 Voya Financial shares in Q1 2020, an estimated $704K.
  • Westover Capital Advisors first reported a position in Voya Financial in Q2 2019 and held it in 3 quarters.
  • Westover Capital Advisors's Voya Financial position peaked at $704K in Q4 2019.
  • 368 funds tracked by Wall St. Rank held Voya Financial as of Q1 2020.

Based on Westover Capital Advisors's 13F filing for Q1 2020, filed 18 May 2020.