SFS
ONT

Sowell Financial Services’s Onterris Inc ONT Stock Holding History

Sowell Financial Services’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
2020
Q4 		– Sell
-200
Closed -$5K – 2795
2020
Q3 		$5K Buy
+200
New +$5.08K ﹤0.01% 1998

Other funds holding ONT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Sowell Financial Services's ONT Position: Q4 2020 in Review

Sowell Financial Services sold out of Onterris Inc (ONT) in Q4 2020, closing a stake of 200 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in ONT in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 100 funds tracked by Wall St. Rank hold ONT as of Q4 2020.

  • Sowell Financial Services reported no remaining Onterris Inc position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 200 Onterris Inc shares in Q4 2020, an estimated $5K.
  • Sowell Financial Services first reported a position in Onterris Inc in Q3 2020 and held it in 1 quarter.
  • Sowell Financial Services's Onterris Inc position peaked at $5K in Q3 2020.
  • 100 funds tracked by Wall St. Rank held Onterris Inc as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.