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GoalVest Advisory’s Onto Innovation ONTO Stock Holding History

GoalVest 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
Q2 		– Sell
-29
Closed -$5.25K – 385
2024
Q1 		$5.25K Hold
29
– – ﹤0.01% 342
2023
Q4 		$4.43K Sell
29
-75
-72% -$10.1K ﹤0.01% 292
2023
Q3 		$13.3K Buy
104
+32
+44% +$3.8K 0.01% 246
2023
Q2 		$8.39K Buy
+72
New +$6.87K ﹤0.01% 262

Other funds holding ONTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GoalVest Advisory's ONTO Position: Q2 2024 in Review

GoalVest Advisory sold out of Onto Innovation (ONTO) in Q2 2024, closing a stake of 29 shares — an estimated $5.25K sold.

GoalVest Advisory first reported a position in ONTO in Q2 2023 and held it in 4 quarters. The position peaked at $13.3K in Q3 2023. 507 funds tracked by Wall St. Rank hold ONTO as of Q2 2024.

  • GoalVest Advisory reported no remaining Onto Innovation position as of Q2 2024 after selling out during the quarter.
  • GoalVest Advisory sold 29 Onto Innovation shares in Q2 2024, an estimated $5.25K.
  • GoalVest Advisory first reported a position in Onto Innovation in Q2 2023 and held it in 4 quarters.
  • GoalVest Advisory's Onto Innovation position peaked at $13.3K in Q3 2023.
  • 507 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.