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Sugarloaf Wealth Management’s Onto Innovation ONTO Stock Holding History

Sugarloaf 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
2022
Q3 		– Sell
-100
Closed -$7K – 864
2022
Q2 		$7K Hold
100
– – ﹤0.01% 567
2022
Q1 		$9K Hold
100
– – ﹤0.01% 497
2021
Q4 		$10K Hold
100
– – ﹤0.01% 512
2021
Q3 		$7K Hold
100
– – ﹤0.01% 565
2021
Q2 		$7K Hold
100
– – ﹤0.01% 564
2021
Q1 		$7 Buy
+100
New +$5.96K ﹤0.01% 551

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sugarloaf Wealth Management's ONTO Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of Onto Innovation (ONTO) in Q3 2022, closing a stake of 100 shares — an estimated $7K sold.

Sugarloaf Wealth Management first reported a position in ONTO in Q1 2021 and held it in 6 quarters. The position peaked at $10K in Q4 2021. 299 funds tracked by Wall St. Rank hold ONTO as of Q3 2022.

  • Sugarloaf Wealth Management reported no remaining Onto Innovation position as of Q3 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 100 Onto Innovation shares in Q3 2022, an estimated $7K.
  • Sugarloaf Wealth Management first reported a position in Onto Innovation in Q1 2021 and held it in 6 quarters.
  • Sugarloaf Wealth Management's Onto Innovation position peaked at $10K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held Onto Innovation as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.