Cape Investment Advisory’s Onto Innovation ONTO Stock Holding History

Cape Investment Advisory’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 Q3	–	Sell	-24	Closed	-$5.27K	–	977
2024 Q2	$5.27K	Buy	24 +16	+200%	+$3.31K	﹤0.01%	653
2024 Q1	$1.45K	Buy	+8	New	+$1.35K	﹤0.01%	807

Other funds holding ONTO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Cape Investment Advisory's ONTO Position: Q3 2024 in Review

Cape Investment Advisory sold out of Onto Innovation (ONTO) in Q3 2024, closing a stake of 24 shares — an estimated $5.27K sold.

Cape Investment Advisory first reported a position in ONTO in Q1 2024 and held it in 2 quarters. The position peaked at $5.27K in Q2 2024. 521 funds tracked by Wall St. Rank hold ONTO as of Q3 2024.

Cape Investment Advisory reported no remaining Onto Innovation position as of Q3 2024 after selling out during the quarter.
Cape Investment Advisory sold 24 Onto Innovation shares in Q3 2024, an estimated $5.27K.
Cape Investment Advisory first reported a position in Onto Innovation in Q1 2024 and held it in 2 quarters.
Cape Investment Advisory's Onto Innovation position peaked at $5.27K in Q2 2024.
521 funds tracked by Wall St. Rank held Onto Innovation as of Q3 2024.

Based on Cape Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.