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AWE
UCTT
Avidian Wealth Enterprises’s
Ultra Clean Holdings
UCTT
Stock Holding History
Avidian Wealth Enterprises’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
2023
Q4
–
Sell
-9,793
Closed
-$291K
–
432
2023
Q3
$291K
Hold
9,793
–
–
0.02%
331
2023
Q2
$377K
Buy
9,793
+3,593
+58%
+$116K
0.02%
307
2023
Q1
$206K
Sell
6,200
-1,100
-15%
-$36.4K
0.01%
448
2022
Q4
$242K
Sell
7,300
-5,300
-42%
-$169K
0.02%
399
2022
Q3
$324K
Buy
12,600
+1,950
+18%
+$59.7K
0.02%
308
2022
Q2
$317K
Buy
10,650
+335
+3%
+$10.9K
0.02%
340
2022
Q1
$437K
Buy
10,315
+1,288
+14%
+$61.6K
0.03%
328
2021
Q4
$518K
Buy
+9,027
New
+$470K
0.03%
292
Other funds holding UCTT
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New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
FCM
Frontier Capital Management
Boston, Massachusetts
$9.73B AUM
55.65%
1-Year Est. Return
Swedbank
Stockholm, Sweden
$116B AUM
46.87%
1-Year Est. Return
SCM
Shapiro Capital Management
Atlanta, Georgia
$1.6B AUM
13.27%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
DCM
Divisar Capital Management
San Francisco, California
$392M AUM
108.45%
1-Year Est. Return
PCMI
Paradigm Capital Management Inc
Albany, New York
$2.61B AUM
78.58%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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