Liberty Wealth Management’s Onto Innovation ONTO Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-400	Closed	-$31K	–	811
2021 Q3	$31K	Buy	400 +196	+96%	+$14.1K	0.01%	533
2021 Q2	$15K	Hold	204	–	–	0.01%	570
2021 Q1	$11K	Hold	204	–	–	0.01%	578
2020 Q4	$11K	Hold	204	–	–	0.01%	573
2020 Q3	$6K	Buy	204 +5	+3%	+$166	﹤0.01%	602
2020 Q2	$7K	Hold	199	–	–	﹤0.01%	554
2020 Q1	$6K	Sell	199 -14	-7%	-$479	0.01%	552
2019 Q4	$8K	Hold	213	–	–	0.01%	591
2019 Q3	$7K	Buy	+213	New	+$6.63K	0.01%	591

Other funds holding ONTO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Liberty Wealth Management's ONTO Position: Q4 2021 in Review

Liberty Wealth Management sold out of Onto Innovation (ONTO) in Q4 2021, closing a stake of 400 shares — an estimated $31K sold.

Liberty Wealth Management first reported a position in ONTO in Q3 2019 and held it in 9 quarters. The position peaked at $31K in Q3 2021. 301 funds tracked by Wall St. Rank hold ONTO as of Q4 2021.

Liberty Wealth Management reported no remaining Onto Innovation position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 400 Onto Innovation shares in Q4 2021, an estimated $31K.
Liberty Wealth Management first reported a position in Onto Innovation in Q3 2019 and held it in 9 quarters.
Liberty Wealth Management's Onto Innovation position peaked at $31K in Q3 2021.
301 funds tracked by Wall St. Rank held Onto Innovation as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.