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AE Wealth Management’s Onto Innovation ONTO Stock Holding History

AE 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
2022
Q2 		– Sell
-6,161
Closed -$535K – 1799
2022
Q1 		$535K Sell
6,161
-1,160
-16% -$103K ﹤0.01% 1211
2021
Q4 		$741K Sell
7,321
-1,408
-16% -$121K 0.01% 1077
2021
Q3 		$631K Sell
8,729
-595
-6% -$42.9K 0.01% 1064
2021
Q2 		$681K Buy
9,324
+363
+4% +$24.9K 0.01% 999
2021
Q1 		$589K Buy
+8,961
New +$534K 0.01% 955

Other funds holding ONTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

AE Wealth Management's ONTO Position: Q2 2022 in Review

AE Wealth Management sold out of Onto Innovation (ONTO) in Q2 2022, closing a stake of 6,161 shares — an estimated $535K sold.

AE Wealth Management first reported a position in ONTO in Q1 2021 and held it in 5 quarters. The position peaked at $741K in Q4 2021. 301 funds tracked by Wall St. Rank hold ONTO as of Q2 2022.

  • AE Wealth Management reported no remaining Onto Innovation position as of Q2 2022 after selling out during the quarter.
  • AE Wealth Management sold 6,161 Onto Innovation shares in Q2 2022, an estimated $535K.
  • AE Wealth Management first reported a position in Onto Innovation in Q1 2021 and held it in 5 quarters.
  • AE Wealth Management's Onto Innovation position peaked at $741K in Q4 2021.
  • 301 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2022.

Based on AE Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.