JWA
UCTT

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

JFS 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
2026
Q2 		$999 Buy
+7
New +$616 ﹤0.01% 1808
2025
Q1 		– Sell
-8
Closed -$288 – 1998
2024
Q4 		$288 Hold
8
– – ﹤0.01% 1829
2024
Q3 		$320 Hold
8
– – ﹤0.01% 1840
2024
Q2 		$392 Hold
8
– – ﹤0.01% 1832
2024
Q1 		$368 Buy
8
+1
+14% +$41 ﹤0.01% 1836
2023
Q4 		$239 Buy
7
+1
+17% +$28 ﹤0.01% 1887
2023
Q3 		$179 Sell
6
-5
-45% -$169 ﹤0.01% 1874
2023
Q2 		$424 Sell
11
-1
-8% -$32 ﹤0.01% 1787
2023
Q1 		$398 Hold
12
– – ﹤0.01% 1746
2022
Q4 		$398 Buy
12
+7
+140% +$223 ﹤0.01% 1768
2022
Q3 		$0 Sell
5
-9
-64% -$275 ﹤0.01% 1934
2022
Q2 		$0 Buy
14
+6
+75% +$195 ﹤0.01% 1942
2022
Q1 		$0 Buy
8
+5
+167% +$239 ﹤0.01% 1971
2021
Q4 		$0 Buy
+3
New +$156 ﹤0.01% 1886

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IWS
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return