CPFP
UCTT

Clear Perspectives Financial Planning’s Ultra Clean Holdings UCTT Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		– Sell
-10
Closed -$332 – 237
2022
Q4 		$332 Buy
+10
New +$319 ﹤0.01% 209

Other funds holding UCTT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Clear Perspectives Financial Planning's UCTT Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of Ultra Clean Holdings (UCTT) in Q1 2023, closing a stake of 10 shares — an estimated $332 sold.

Clear Perspectives Financial Planning first reported a position in UCTT in Q4 2022 and held it in 1 quarter. The position peaked at $332 in Q4 2022. 204 funds tracked by Wall St. Rank hold UCTT as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining Ultra Clean Holdings position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 10 Ultra Clean Holdings shares in Q1 2023, an estimated $332.
  • Clear Perspectives Financial Planning first reported a position in Ultra Clean Holdings in Q4 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Ultra Clean Holdings position peaked at $332 in Q4 2022.
  • 204 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.