Sutton Wealth Advisors’s Onto Innovation ONTO Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-633	Closed	-$43.1K	–	1327
2022 Q4	$43.1K	Sell	633 -73	-10%	-$5.24K	0.02%	433
2022 Q3	$45.2K	Sell	706 -13	-2%	-$955	0.02%	398
2022 Q2	$50.1K	Buy	719 +91	+14%	+$6.73K	0.02%	380
2022 Q1	$54.6K	Sell	628 -7	-1%	-$622	0.02%	376
2021 Q4	$64.3K	Buy	635 +12	+2%	+$1.04K	0.02%	351
2021 Q3	$45K	Hold	623	–	–	0.02%	423
2021 Q2	$45.5K	Hold	623	–	–	0.02%	431
2021 Q1	$40.9K	Hold	623	–	–	0.02%	446
2020 Q4	$29.6K	Hold	623	–	–	0.01%	494
2020 Q3	$18.6K	Hold	623	–	–	0.01%	567
2020 Q2	$21.2K	Hold	623	–	–	0.01%	515
2020 Q1	$18.5K	Hold	623	–	–	0.01%	501
2019 Q4	$22.8K	Buy	623 +254	+69%	+$8.63K	0.01%	555
2019 Q3	$12K	Hold	369	–	–	0.01%	741
2019 Q2	$12.8K	Hold	369	–	–	0.01%	714
2019 Q1	$11.4K	Hold	369	–	–	0.01%	757
2018 Q4	$10.1K	Hold	369	–	–	0.01%	742
2018 Q3	$13.8K	Hold	369	–	–	0.01%	706
2018 Q2	$13.1K	Hold	369	–	–	0.01%	754
2018 Q1	$9.93K	Hold	369	–	–	0.01%	809
2017 Q4	$9.2K	Hold	369	–	–	0.01%	806
2017 Q3	$10.6K	Hold	369	–	–	0.01%	751
2017 Q2	$9.33K	Hold	369	–	–	0.01%	761
2017 Q1	$11.2K	Hold	369	–	–	0.01%	683
2016 Q4	$9.25K	Hold	369	–	–	0.01%	710
2016 Q3	$8.24K	Hold	369	–	–	0.01%	709
2016 Q2	$7.67K	Hold	369	–	–	0.01%	686
2016 Q1	$5.84K	Buy	+369	New	+$5.16K	0.01%	712

Other funds holding ONTO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sutton Wealth Advisors's ONTO Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Onto Innovation (ONTO) in Q1 2023, closing a stake of 633 shares — an estimated $43.1K sold.

Sutton Wealth Advisors first reported a position in ONTO in Q1 2016 and held it in 28 quarters. The position peaked at $64.3K in Q4 2021. 295 funds tracked by Wall St. Rank hold ONTO as of Q1 2023.

Sutton Wealth Advisors reported no remaining Onto Innovation position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 633 Onto Innovation shares in Q1 2023, an estimated $43.1K.
Sutton Wealth Advisors first reported a position in Onto Innovation in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Onto Innovation position peaked at $64.3K in Q4 2021.
295 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.