SFA
ONT

Sequoia Financial Advisors’s Onterris Inc ONT Stock Holding History

Sequoia Financial Advisors’s Portfolio ONT Stock Details ONT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,000
Closed -$267K – 1337
2024
Q2 		$267K Sell
6,000
-1,000
-14% -$45K ﹤0.01% 943
2024
Q1 		$274K Hold
7,000
– – ﹤0.01% 900
2023
Q4 		$225K Hold
7,000
– – ﹤0.01% 1052
2023
Q3 		$205K Hold
7,000
– – ﹤0.01% 859
2023
Q2 		$295K Buy
+7,000
New +$252K 0.01% 710

Other funds holding ONT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sequoia Financial Advisors's ONT Position: Q3 2024 in Review

Sequoia Financial Advisors sold out of Onterris Inc (ONT) in Q3 2024, closing a stake of 6,000 shares — an estimated $267K sold.

Sequoia Financial Advisors first reported a position in ONT in Q2 2023 and held it in 5 quarters. The position peaked at $295K in Q2 2023. 179 funds tracked by Wall St. Rank hold ONT as of Q3 2024.

  • Sequoia Financial Advisors reported no remaining Onterris Inc position as of Q3 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 6,000 Onterris Inc shares in Q3 2024, an estimated $267K.
  • Sequoia Financial Advisors first reported a position in Onterris Inc in Q2 2023 and held it in 5 quarters.
  • Sequoia Financial Advisors's Onterris Inc position peaked at $295K in Q2 2023.
  • 179 funds tracked by Wall St. Rank held Onterris Inc as of Q3 2024.

Based on Sequoia Financial Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.