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TFO Wealth Partners’s Onto Innovation ONTO Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-2
Closed -$362 – 553
2024
Q1 		$362 Hold
2
– – ﹤0.01% 351
2023
Q4 		$306 Hold
2
– – ﹤0.01% 512
2023
Q3 		$233 Hold
2
– – ﹤0.01% 748
2023
Q2 		$233 Hold
2
– – ﹤0.01% 466
2023
Q1 		$176 Sell
2
-23
-92% -$1.87K ﹤0.01% 506
2022
Q4 		$1.64K Buy
+25
New +$1.8K ﹤0.01% 284

Other funds holding ONTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return