WIA
ONT

World Investment Advisors’s Onterris Inc ONT Stock Holding History

World Investment Advisors’s Portfolio ONT Stock Details ONT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,722
Closed -$387K – 253
2022
Q4 		$387K Hold
8,722
– – 0.09% 153
2022
Q3 		$293K Sell
8,722
-4,680
-35% -$186K 0.07% 188
2022
Q2 		$548K Buy
+13,402
New +$560K 0.12% 135
2021
Q4 		– Sell
-3,485
Closed -$215K – 277
2021
Q3 		$215K Sell
3,485
-6,390
-65% -$334K 0.05% 233
2021
Q2 		$530K Hold
9,875
– – 0.12% 120
2021
Q1 		$494K Buy
9,875
+1,050
+12% +$44.4K 0.12% 118
2020
Q4 		$348K Buy
8,825
+150
+2% +$4.26K 0.09% 149
2020
Q3 		$207K Buy
+8,675
New +$220K 0.07% 158

Other funds holding ONT

FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

World Investment Advisors's ONT Position: Q1 2023 in Review

World Investment Advisors sold out of Onterris Inc (ONT) in Q1 2023, closing a stake of 8,722 shares — an estimated $387K sold.

World Investment Advisors first reported a position in ONT in Q3 2020 and held it in 8 quarters. The position peaked at $548K in Q2 2022. 133 funds tracked by Wall St. Rank hold ONT as of Q1 2023.

  • World Investment Advisors reported no remaining Onterris Inc position as of Q1 2023 after selling out during the quarter.
  • World Investment Advisors sold 8,722 Onterris Inc shares in Q1 2023, an estimated $387K.
  • World Investment Advisors first reported a position in Onterris Inc in Q3 2020 and held it in 8 quarters.
  • World Investment Advisors's Onterris Inc position peaked at $548K in Q2 2022.
  • 133 funds tracked by Wall St. Rank held Onterris Inc as of Q1 2023.

Based on World Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.