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Phoenix Financial’s Onto Innovation ONTO Stock Holding History

Phoenix Financial’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
2023
Q2 		– Sell
-87,453
Closed -$7.69M – 353
2023
Q1 		$7.69M Sell
87,453
-12,250
-12% -$994K 0.17% 68
2022
Q4 		$6.79M Sell
99,703
-33,497
-25% -$2.41M 0.13% 79
2022
Q3 		$8.68M Buy
133,200
+23,900
+22% +$1.76M 0.19% 73
2022
Q2 		$7.62M Buy
109,300
+1,100
+1% +$81.4K 0.16% 91
2022
Q1 		$9.4M Sell
108,200
-6,050
-5% -$538K 0.16% 104
2021
Q4 		$11.6M Buy
114,250
+55,895
+96% +$4.82M 0.19% 97
2021
Q3 		$4.21M Buy
58,355
+33,145
+131% +$2.39M 0.07% 153
2021
Q2 		$1.85M Buy
25,210
+9,400
+59% +$646K 0.04% 223
2021
Q1 		$985K Buy
+15,810
New +$942K 0.02% 282

Other funds holding ONTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return