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CarsonAllaria Wealth Management’s Onto Innovation ONTO Stock Holding History

CarsonAllaria 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
2023
Q3 		– Sell
-12
Closed -$1.4K – 394
2023
Q2 		$1.4K Hold
12
– – ﹤0.01% 336
2023
Q1 		$1.05K Buy
+12
New +$973 ﹤0.01% 334

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CarsonAllaria Wealth Management's ONTO Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Onto Innovation (ONTO) in Q3 2023, closing a stake of 12 shares — an estimated $1.4K sold.

CarsonAllaria Wealth Management first reported a position in ONTO in Q1 2023 and held it in 2 quarters. The position peaked at $1.4K in Q2 2023. 358 funds tracked by Wall St. Rank hold ONTO as of Q3 2023.

  • CarsonAllaria Wealth Management reported no remaining Onto Innovation position as of Q3 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 12 Onto Innovation shares in Q3 2023, an estimated $1.4K.
  • CarsonAllaria Wealth Management first reported a position in Onto Innovation in Q1 2023 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's Onto Innovation position peaked at $1.4K in Q2 2023.
  • 358 funds tracked by Wall St. Rank held Onto Innovation as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.