PWMG
ONTF

Private Wealth Management Group’s ON24 ONTF Stock Holding History

Private Wealth Management Group’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
2024
Q2 		– Sell
-199
Closed -$1.42K – 1585
2024
Q1 		$1.42K Hold
199
– – ﹤0.01% 1113
2023
Q4 		$1.57K Buy
+199
New +$1.38K ﹤0.01% 1085

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Private Wealth Management Group's ONTF Position: Q2 2024 in Review

Private Wealth Management Group sold out of ON24 (ONTF) in Q2 2024, closing a stake of 199 shares — an estimated $1.42K sold.

Private Wealth Management Group first reported a position in ONTF in Q4 2023 and held it in 2 quarters. The position peaked at $1.57K in Q4 2023. 108 funds tracked by Wall St. Rank hold ONTF as of Q2 2024.

  • Private Wealth Management Group reported no remaining ON24 position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 199 ON24 shares in Q2 2024, an estimated $1.42K.
  • Private Wealth Management Group first reported a position in ON24 in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's ON24 position peaked at $1.57K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held ON24 as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.