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Bartlett & Co Wealth Management’s Onto Innovation ONTO Stock Holding History

Bartlett & Co 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
Q4 		– Sell
-35
Closed -$2.24K – 1176
2022
Q3 		$2.24K Sell
35
-55
-61% -$4.04K ﹤0.01% 1040
2022
Q2 		$6.28K Buy
+90
New +$6.66K ﹤0.01% 974

Other funds holding ONTO

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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bartlett & Co Wealth Management's ONTO Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Onto Innovation (ONTO) in Q4 2022, closing a stake of 35 shares — an estimated $2.24K sold.

Bartlett & Co Wealth Management first reported a position in ONTO in Q2 2022 and held it in 2 quarters. The position peaked at $6.28K in Q2 2022. 297 funds tracked by Wall St. Rank hold ONTO as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining Onto Innovation position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 35 Onto Innovation shares in Q4 2022, an estimated $2.24K.
  • Bartlett & Co Wealth Management first reported a position in Onto Innovation in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Onto Innovation position peaked at $6.28K in Q2 2022.
  • 297 funds tracked by Wall St. Rank held Onto Innovation as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.