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BerganKDV Wealth Management’s Onto Innovation ONTO Stock Holding History

BerganKDV 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
Q1 		– Sell
-75
Closed -$8K – 1069
2021
Q4 		$8K Buy
+75
New +$6.47K ﹤0.01% 705

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State Street
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RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BerganKDV Wealth Management's ONTO Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Onto Innovation (ONTO) in Q1 2022, closing a stake of 75 shares — an estimated $8K sold.

BerganKDV Wealth Management first reported a position in ONTO in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 311 funds tracked by Wall St. Rank hold ONTO as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining Onto Innovation position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 75 Onto Innovation shares in Q1 2022, an estimated $8K.
  • BerganKDV Wealth Management first reported a position in Onto Innovation in Q4 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's Onto Innovation position peaked at $8K in Q4 2021.
  • 311 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.