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USA Financial Formulas’s Onto Innovation ONTO Stock Holding History

USA Financial Formulas’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
-261
Closed -$57.3K – 346
2024
Q2 		$57.3K Buy
261
+142
+119% +$29.4K 0.01% 219
2024
Q1 		$21.5K Sell
119
-341
-74% -$57.6K ﹤0.01% 270
2023
Q4 		$70.3K Buy
460
+438
+1,991% +$58.9K 0.01% 186
2023
Q3 		$2.81K Buy
+22
New +$2.62K ﹤0.01% 307
2022
Q2 		– Sell
-847
Closed -$74K – 413
2022
Q1 		$74K Sell
847
-1,351
-61% -$120K 0.08% 119
2021
Q4 		$223K Buy
2,198
+88
+4% +$7.59K 0.19% 82
2021
Q3 		$152K Sell
2,110
-256
-11% -$18.5K 0.14% 128
2021
Q2 		$173K Buy
+2,366
New +$163K 0.14% 130

Other funds holding ONTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

USA Financial Formulas's ONTO Position: Q3 2024 in Review

USA Financial Formulas sold out of Onto Innovation (ONTO) in Q3 2024, closing a stake of 261 shares — an estimated $57.3K sold.

USA Financial Formulas first reported a position in ONTO in Q2 2021 and held it in 8 quarters. The position peaked at $223K in Q4 2021. 521 funds tracked by Wall St. Rank hold ONTO as of Q3 2024.

  • USA Financial Formulas reported no remaining Onto Innovation position as of Q3 2024 after selling out during the quarter.
  • USA Financial Formulas sold 261 Onto Innovation shares in Q3 2024, an estimated $57.3K.
  • USA Financial Formulas first reported a position in Onto Innovation in Q2 2021 and held it in 8 quarters.
  • USA Financial Formulas's Onto Innovation position peaked at $223K in Q4 2021.
  • 521 funds tracked by Wall St. Rank held Onto Innovation as of Q3 2024.

Based on USA Financial Formulas's 13F filing for Q3 2024, filed 8 Oct 2024.