TWA
ONTO icon

TCI Wealth Advisors’s Onto Innovation ONTO Stock Holding History

TCI 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
Q2 		– Sell
-91
Closed -$8K – 1585
2023
Q1 		$8K Sell
91
-52
-36% -$4.22K ﹤0.01% 1222
2022
Q4 		$9.74K Hold
143
– – ﹤0.01% 1088
2022
Q3 		$9K Sell
143
-29
-17% -$2.13K ﹤0.01% 1086
2022
Q2 		$12K Sell
172
-67
-28% -$4.96K ﹤0.01% 911
2022
Q1 		$20K Buy
239
+67
+39% +$5.96K ﹤0.01% 700
2021
Q4 		$17K Buy
172
+32
+23% +$2.76K ﹤0.01% 793
2021
Q3 		$10K Hold
140
– – ﹤0.01% 1112
2021
Q2 		$10K Buy
140
+62
+79% +$4.26K ﹤0.01% 973
2021
Q1 		$5K Buy
78
+40
+105% +$2.38K ﹤0.01% 1290
2020
Q4 		$2K Hold
38
– – ﹤0.01% 1248
2020
Q3 		$1K Hold
38
– – ﹤0.01% 1383
2020
Q2 		$1K Hold
38
– – ﹤0.01% 1307
2020
Q1 		$1K Hold
38
– – ﹤0.01% 1307
2019
Q4 		$1K Buy
+38
New +$1.29K ﹤0.01% 1399
2018
Q1 		– Sell
-26
Closed -$1K – 1410
2017
Q4 		$1K Buy
+26
New +$693 ﹤0.01% 1239

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return