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B. Riley Wealth Advisors’s Onto Innovation ONTO Stock Holding History

B. Riley Wealth Advisors’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
2024
Q2 		– Sell
-3,817
Closed -$487K – 1546
2024
Q1 		$487K Buy
3,817
+212
+6% +$35.8K 0.01% 805
2023
Q4 		$551K Sell
3,605
-212
-6% -$28.5K 0.01% 758
2023
Q3 		$487K Buy
+3,817
New +$454K 0.01% 805

Other funds holding ONTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

B. Riley Wealth Advisors's ONTO Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Onto Innovation (ONTO) in Q2 2024, closing a stake of 3,817 shares — an estimated $487K sold.

B. Riley Wealth Advisors first reported a position in ONTO in Q3 2023 and held it in 3 quarters. The position peaked at $551K in Q4 2023. 507 funds tracked by Wall St. Rank hold ONTO as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Onto Innovation position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,817 Onto Innovation shares in Q2 2024, an estimated $487K.
  • B. Riley Wealth Advisors first reported a position in Onto Innovation in Q3 2023 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Onto Innovation position peaked at $551K in Q4 2023.
  • 507 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.