AWM
UCTT

Accel Wealth Management’s Ultra Clean Holdings UCTT Stock Holding History

Accel Wealth Management’s Portfolio UCTT Stock Details UCTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-500
Closed -$14K – 1093
2022
Q3 		$14K Hold
500
– – 0.01% 666
2022
Q2 		$16K Hold
500
– – 0.01% 604
2022
Q1 		$20K Buy
+500
New +$23.9K 0.01% 565

Other funds holding UCTT

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Accel Wealth Management's UCTT Position: Q4 2022 in Review

Accel Wealth Management sold out of Ultra Clean Holdings (UCTT) in Q4 2022, closing a stake of 500 shares — an estimated $14K sold.

Accel Wealth Management first reported a position in UCTT in Q1 2022 and held it in 3 quarters. The position peaked at $20K in Q1 2022. 219 funds tracked by Wall St. Rank hold UCTT as of Q4 2022.

  • Accel Wealth Management reported no remaining Ultra Clean Holdings position as of Q4 2022 after selling out during the quarter.
  • Accel Wealth Management sold 500 Ultra Clean Holdings shares in Q4 2022, an estimated $14K.
  • Accel Wealth Management first reported a position in Ultra Clean Holdings in Q1 2022 and held it in 3 quarters.
  • Accel Wealth Management's Ultra Clean Holdings position peaked at $20K in Q1 2022.
  • 219 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.