LWP
ONTF

Legacy Wealth Planning’s ON24 ONTF Stock Holding History

Legacy Wealth Planning’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
2022
Q2 		– Sell
-12,400
Closed -$163K – 102
2022
Q1 		$163K Hold
12,400
– – 0.19% 98
2021
Q4 		$215K Hold
12,400
– – 0.25% 88
2021
Q3 		$247K Buy
+12,400
New +$344K 0.28% 82

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Wealth Planning's ONTF Position: Q2 2022 in Review

Legacy Wealth Planning sold out of ON24 (ONTF) in Q2 2022, closing a stake of 12,400 shares — an estimated $163K sold.

Legacy Wealth Planning first reported a position in ONTF in Q3 2021 and held it in 3 quarters. The position peaked at $247K in Q3 2021. 95 funds tracked by Wall St. Rank hold ONTF as of Q2 2022.

  • Legacy Wealth Planning reported no remaining ON24 position as of Q2 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 12,400 ON24 shares in Q2 2022, an estimated $163K.
  • Legacy Wealth Planning first reported a position in ON24 in Q3 2021 and held it in 3 quarters.
  • Legacy Wealth Planning's ON24 position peaked at $247K in Q3 2021.
  • 95 funds tracked by Wall St. Rank held ON24 as of Q2 2022.

Based on Legacy Wealth Planning's 13F filing for Q2 2022, filed 26 Jul 2022.