IWA
UCTT

Intercontinental Wealth Advisors’s Ultra Clean Holdings UCTT Stock Holding History

Intercontinental Wealth Advisors’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
2020
Q1 		– Sell
-2,141
Closed -$54K – 297
2019
Q4 		$54K Hold
2,141
– – 0.05% 177
2019
Q3 		$31K Hold
2,141
– – 0.02% 248
2019
Q2 		$30K Hold
2,141
– – 0.02% 247
2019
Q1 		$22K Buy
+2,141
New +$23K 0.01% 302

Other funds holding UCTT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Intercontinental Wealth Advisors's UCTT Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Ultra Clean Holdings (UCTT) in Q1 2020, closing a stake of 2,141 shares — an estimated $54K sold.

Intercontinental Wealth Advisors first reported a position in UCTT in Q1 2019 and held it in 4 quarters. The position peaked at $54K in Q4 2019. 182 funds tracked by Wall St. Rank hold UCTT as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Ultra Clean Holdings position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 2,141 Ultra Clean Holdings shares in Q1 2020, an estimated $54K.
  • Intercontinental Wealth Advisors first reported a position in Ultra Clean Holdings in Q1 2019 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Ultra Clean Holdings position peaked at $54K in Q4 2019.
  • 182 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.