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Kelly Financial Services’s Onto Innovation ONTO Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-8
Closed -$1.76K – 552
2024
Q2 		$1.76K Buy
8
+2
+33% +$413 ﹤0.01% 597
2024
Q1 		$1.09K Buy
6
+3
+100% +$507 ﹤0.01% 670
2023
Q4 		$459 Buy
+3
New +$404 ﹤0.01% 710

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Kelly Financial Services's ONTO Position: Q3 2024 in Review

Kelly Financial Services sold out of Onto Innovation (ONTO) in Q3 2024, closing a stake of 8 shares — an estimated $1.76K sold.

Kelly Financial Services first reported a position in ONTO in Q4 2023 and held it in 3 quarters. The position peaked at $1.76K in Q2 2024. 521 funds tracked by Wall St. Rank hold ONTO as of Q3 2024.

  • Kelly Financial Services reported no remaining Onto Innovation position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 8 Onto Innovation shares in Q3 2024, an estimated $1.76K.
  • Kelly Financial Services first reported a position in Onto Innovation in Q4 2023 and held it in 3 quarters.
  • Kelly Financial Services's Onto Innovation position peaked at $1.76K in Q2 2024.
  • 521 funds tracked by Wall St. Rank held Onto Innovation as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.