Heritage Wealth Management (Arizona)’s Onto Innovation ONTO Stock Holding History

Heritage Wealth Management (Arizona)’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	-1,254	Closed	-$227K	–	185
2024 Q1	$227K	Sell	1,254 -620	-33%	-$105K	0.12%	162
2023 Q4	$287K	Buy	+1,874	New	+$252K	0.16%	124
2022 Q4	$579K	Buy	8,498 +4,692	+123%	+$337K	0.08%	180
2022 Q3	$244K	Buy	3,806 +116	+3%	+$8.52K	0.08%	188
2022 Q2	$257K	Buy	3,690 +374	+11%	+$27.7K	0.09%	186
2022 Q1	$288K	Buy	+3,316	New	+$295K	0.08%	200
2021 Q3	$176K	Buy	2,436 +497	+26%	+$35.8K	0.06%	237
2021 Q2	$142K	Buy	+1,939	New	+$133K	0.05%	276

Other funds holding ONTO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ONTO Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) sold out of Onto Innovation (ONTO) in Q2 2024, closing a stake of 1,254 shares — an estimated $227K sold.

Heritage Wealth Management (Arizona) first reported a position in ONTO in Q2 2021 and held it in 8 quarters. The position peaked at $579K in Q4 2022. 507 funds tracked by Wall St. Rank hold ONTO as of Q2 2024.

Heritage Wealth Management (Arizona) reported no remaining Onto Innovation position as of Q2 2024 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 1,254 Onto Innovation shares in Q2 2024, an estimated $227K.
Heritage Wealth Management (Arizona) first reported a position in Onto Innovation in Q2 2021 and held it in 8 quarters.
Heritage Wealth Management (Arizona)'s Onto Innovation position peaked at $579K in Q4 2022.
507 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.