MWM
UCTT icon

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

Mission 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
Q1 		– Sell
-4,000
Closed -$229K – 568
2021
Q4 		$229K Buy
+4,000
New +$208K 0.01% 490
2021
Q3 		– Sell
-3,800
Closed -$204K – 530
2021
Q2 		$204K Hold
3,800
– – 0.01% 469
2021
Q1 		$221K Buy
+3,800
New +$175K 0.01% 417

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mission Wealth Management's UCTT Position: Q1 2022 in Review

Mission Wealth Management sold out of Ultra Clean Holdings (UCTT) in Q1 2022, closing a stake of 4,000 shares — an estimated $229K sold.

Mission Wealth Management first reported a position in UCTT in Q1 2021 and held it in 3 quarters. The position peaked at $229K in Q4 2021. 264 funds tracked by Wall St. Rank hold UCTT as of Q1 2022.

  • Mission Wealth Management reported no remaining Ultra Clean Holdings position as of Q1 2022 after selling out during the quarter.
  • Mission Wealth Management sold 4,000 Ultra Clean Holdings shares in Q1 2022, an estimated $229K.
  • Mission Wealth Management first reported a position in Ultra Clean Holdings in Q1 2021 and held it in 3 quarters.
  • Mission Wealth Management's Ultra Clean Holdings position peaked at $229K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q1 2022.

Based on Mission Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.