TWA
UCTT

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

TCI 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
2023
Q2 		– Sell
-1
Closed -$34 – 2108
2023
Q1 		$34 Hold
1
– – ﹤0.01% 2468
2022
Q4 		$33 Sell
1
-152
-99% -$4.85K ﹤0.01% 2449
2022
Q3 		$4K Sell
153
-87
-36% -$2.66K ﹤0.01% 1687
2022
Q2 		$7K Buy
+240
New +$7.79K ﹤0.01% 1294
2022
Q1 		– Sell
-235
Closed -$13K – 2456
2021
Q4 		$13K Buy
+235
New +$12.2K ﹤0.01% 989
2021
Q3 		– Sell
-159
Closed -$9K – 2578
2021
Q2 		$9K Buy
159
+79
+99% +$4.23K ﹤0.01% 1065
2021
Q1 		$5K Buy
+80
New +$3.68K ﹤0.01% 1309
2018
Q4 		– Sell
-47
Closed -$1K – 1660
2018
Q3 		$1K Buy
+47
New +$683 ﹤0.01% 1341
2018
Q2 		– Sell
-75
Closed -$1K – 1604
2018
Q1 		$1K Buy
+75
New +$1.58K ﹤0.01% 1234

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return

TCI Wealth Advisors's UCTT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Ultra Clean Holdings (UCTT) in Q2 2023, closing a stake of 1 share — an estimated $34 sold.

TCI Wealth Advisors first reported a position in UCTT in Q1 2018 and held it in 9 quarters. The position peaked at $13K in Q4 2021. 199 funds tracked by Wall St. Rank hold UCTT as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Ultra Clean Holdings position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1 Ultra Clean Holdings share in Q2 2023, an estimated $34.
  • TCI Wealth Advisors first reported a position in Ultra Clean Holdings in Q1 2018 and held it in 9 quarters.
  • TCI Wealth Advisors's Ultra Clean Holdings position peaked at $13K in Q4 2021.
  • 199 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.