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WealthShield Partners’s Onto Innovation ONTO Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-3,223
Closed -$235K – 566
2021
Q2 		$235K Buy
+3,223
New +$221K 0.04% 239

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State Street
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PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
HRCM
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthShield Partners's ONTO Position: Q3 2021 in Review

WealthShield Partners sold out of Onto Innovation (ONTO) in Q3 2021, closing a stake of 3,223 shares — an estimated $235K sold.

WealthShield Partners first reported a position in ONTO in Q2 2021 and held it in 1 quarter. The position peaked at $235K in Q2 2021. 267 funds tracked by Wall St. Rank hold ONTO as of Q3 2021.

  • WealthShield Partners reported no remaining Onto Innovation position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 3,223 Onto Innovation shares in Q3 2021, an estimated $235K.
  • WealthShield Partners first reported a position in Onto Innovation in Q2 2021 and held it in 1 quarter.
  • WealthShield Partners's Onto Innovation position peaked at $235K in Q2 2021.
  • 267 funds tracked by Wall St. Rank held Onto Innovation as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.