Iron Horse Wealth Management’s ON24 ONTF Stock Holding History

Iron Horse Wealth Management’s Portfolio ONTF Stock Details ONTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-45	Closed	-$291	–	634
2024 Q4	$291	Buy	+45	New	+$289	﹤0.01%	473

Other funds holding ONTF

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

ICM

Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Iron Horse Wealth Management's ONTF Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of ON24 (ONTF) in Q1 2025, closing a stake of 45 shares — an estimated $291 sold.

Iron Horse Wealth Management first reported a position in ONTF in Q4 2024 and held it in 1 quarter. The position peaked at $291 in Q4 2024. 99 funds tracked by Wall St. Rank hold ONTF as of Q1 2025.

Iron Horse Wealth Management reported no remaining ON24 position as of Q1 2025 after selling out during the quarter.
Iron Horse Wealth Management sold 45 ON24 shares in Q1 2025, an estimated $291.
Iron Horse Wealth Management first reported a position in ON24 in Q4 2024 and held it in 1 quarter.
Iron Horse Wealth Management's ON24 position peaked at $291 in Q4 2024.
99 funds tracked by Wall St. Rank held ON24 as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.