TWP
UCTT

TFO Wealth Partners’s Ultra Clean Holdings UCTT Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$46 – 700
2024
Q1 		$46 Hold
1
– – ﹤0.01% 722
2023
Q4 		$34 Sell
1
-9
-90% -$250 ﹤0.01% 891
2023
Q3 		$385 Buy
10
+9
+900% +$303 ﹤0.01% 541
2023
Q2 		$38 Hold
1
– – ﹤0.01% 778
2023
Q1 		$33 Sell
1
-5
-83% -$165 ﹤0.01% 773
2022
Q4 		$2.81K Buy
+6
New +$191 ﹤0.01% 218

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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's UCTT Position: Q2 2024 in Review

TFO Wealth Partners sold out of Ultra Clean Holdings (UCTT) in Q2 2024, closing a stake of 1 share — an estimated $46 sold.

TFO Wealth Partners first reported a position in UCTT in Q4 2022 and held it in 6 quarters. The position peaked at $2.81K in Q4 2022. 217 funds tracked by Wall St. Rank hold UCTT as of Q2 2024.

  • TFO Wealth Partners reported no remaining Ultra Clean Holdings position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Ultra Clean Holdings share in Q2 2024, an estimated $46.
  • TFO Wealth Partners first reported a position in Ultra Clean Holdings in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Ultra Clean Holdings position peaked at $2.81K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.