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Focused Wealth Management’s Onto Innovation ONTO Stock Holding History

Focused 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
2024
Q1 		– Sell
-331
Closed -$50.6K – 710
2023
Q4 		$50.6K Buy
+331
New +$44.5K 0.01% 305

Other funds holding ONTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focused Wealth Management's ONTO Position: Q1 2024 in Review

Focused Wealth Management sold out of Onto Innovation (ONTO) in Q1 2024, closing a stake of 331 shares — an estimated $50.6K sold.

Focused Wealth Management first reported a position in ONTO in Q4 2023 and held it in 1 quarter. The position peaked at $50.6K in Q4 2023. 434 funds tracked by Wall St. Rank hold ONTO as of Q1 2024.

  • Focused Wealth Management reported no remaining Onto Innovation position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 331 Onto Innovation shares in Q1 2024, an estimated $50.6K.
  • Focused Wealth Management first reported a position in Onto Innovation in Q4 2023 and held it in 1 quarter.
  • Focused Wealth Management's Onto Innovation position peaked at $50.6K in Q4 2023.
  • 434 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.