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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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TFO Wealth Partners's ONTO Position: Q2 2024 in Review

TFO Wealth Partners sold out of Onto Innovation (ONTO) in Q2 2024, closing a stake of 2 shares — an estimated $362 sold.

TFO Wealth Partners first reported a position in ONTO in Q4 2022 and held it in 6 quarters. The position peaked at $1.64K in Q4 2022. 507 funds tracked by Wall St. Rank hold ONTO as of Q2 2024.

  • TFO Wealth Partners reported no remaining Onto Innovation position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Onto Innovation shares in Q2 2024, an estimated $362.
  • TFO Wealth Partners first reported a position in Onto Innovation in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Onto Innovation position peaked at $1.64K in Q4 2022.
  • 507 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.