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SYSTM Wealth Solutions’s Onto Innovation ONTO Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-101
Closed -$22.2K – 466
2024
Q2 		$22.2K Sell
101
-27
-21% -$5.58K ﹤0.01% 360
2024
Q1 		$23.2K Buy
128
+8
+7% +$1.35K ﹤0.01% 676
2023
Q4 		$18.3K Buy
+120
New +$16.1K ﹤0.01% 736

Other funds holding ONTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

SYSTM Wealth Solutions's ONTO Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Onto Innovation (ONTO) in Q3 2024, closing a stake of 101 shares — an estimated $22.2K sold.

SYSTM Wealth Solutions first reported a position in ONTO in Q4 2023 and held it in 3 quarters. The position peaked at $23.2K in Q1 2024. 521 funds tracked by Wall St. Rank hold ONTO as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Onto Innovation position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 101 Onto Innovation shares in Q3 2024, an estimated $22.2K.
  • SYSTM Wealth Solutions first reported a position in Onto Innovation in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Onto Innovation position peaked at $23.2K in Q1 2024.
  • 521 funds tracked by Wall St. Rank held Onto Innovation as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.