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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

TCI Wealth Advisors's ONTO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Onto Innovation (ONTO) in Q2 2023, closing a stake of 91 shares — an estimated $8K sold.

TCI Wealth Advisors first reported a position in ONTO in Q4 2017 and held it in 15 quarters. The position peaked at $20K in Q1 2022. 327 funds tracked by Wall St. Rank hold ONTO as of Q2 2023.

TCI Wealth Advisors reported no remaining Onto Innovation position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 91 Onto Innovation shares in Q2 2023, an estimated $8K.
TCI Wealth Advisors first reported a position in Onto Innovation in Q4 2017 and held it in 15 quarters.
TCI Wealth Advisors's Onto Innovation position peaked at $20K in Q1 2022.
327 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.