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Abound Wealth Management’s Onto Innovation ONTO Stock Holding History

Abound Wealth Management’s Portfolio ONTO Stock Details ONTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5
Closed -$638 – 1388
2023
Q3 		$638 Hold
5
– – ﹤0.01% 764
2023
Q2 		$583 Sell
5
-62
-93% -$5.92K ﹤0.01% 803
2023
Q1 		$5.89K Buy
+67
New +$5.43K ﹤0.01% 368

Other funds holding ONTO

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abound Wealth Management's ONTO Position: Q4 2023 in Review

Abound Wealth Management sold out of Onto Innovation (ONTO) in Q4 2023, closing a stake of 5 shares — an estimated $638 sold.

Abound Wealth Management first reported a position in ONTO in Q1 2023 and held it in 3 quarters. The position peaked at $5.89K in Q1 2023. 389 funds tracked by Wall St. Rank hold ONTO as of Q4 2023.

  • Abound Wealth Management reported no remaining Onto Innovation position as of Q4 2023 after selling out during the quarter.
  • Abound Wealth Management sold 5 Onto Innovation shares in Q4 2023, an estimated $638.
  • Abound Wealth Management first reported a position in Onto Innovation in Q1 2023 and held it in 3 quarters.
  • Abound Wealth Management's Onto Innovation position peaked at $5.89K in Q1 2023.
  • 389 funds tracked by Wall St. Rank held Onto Innovation as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.