KWM
ONTF

Kingsview Wealth Management’s ON24 ONTF Stock Holding History

Kingsview 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
2021
Q3 		– Sell
-15,000
Closed -$596K – 978
2021
Q2 		$596K Buy
15,000
+5,000
+50% +$195K 0.03% 514
2021
Q1 		$484K Buy
+10,000
New +$583K 0.03% 513

Other funds holding ONTF

Goldman Sachs
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WHP
Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Kingsview Wealth Management's ONTF Position: Q3 2021 in Review

Kingsview Wealth Management sold out of ON24 (ONTF) in Q3 2021, closing a stake of 15,000 shares — an estimated $596K sold.

Kingsview Wealth Management first reported a position in ONTF in Q1 2021 and held it in 2 quarters. The position peaked at $596K in Q2 2021. 98 funds tracked by Wall St. Rank hold ONTF as of Q3 2021.

  • Kingsview Wealth Management reported no remaining ON24 position as of Q3 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 15,000 ON24 shares in Q3 2021, an estimated $596K.
  • Kingsview Wealth Management first reported a position in ON24 in Q1 2021 and held it in 2 quarters.
  • Kingsview Wealth Management's ON24 position peaked at $596K in Q2 2021.
  • 98 funds tracked by Wall St. Rank held ON24 as of Q3 2021.

Based on Kingsview Wealth Management's 13F filing for Q3 2021, filed 3 Dec 2021.