TWM
UCTT

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

Tradition 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
2023
Q3 		– Sell
-67
Closed -$3K – 1404
2023
Q2 		$3K Buy
+67
New +$2.16K ﹤0.01% 1365

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
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
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tradition Wealth Management's UCTT Position: Q3 2023 in Review

Tradition Wealth Management sold out of Ultra Clean Holdings (UCTT) in Q3 2023, closing a stake of 67 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in UCTT in Q2 2023 and held it in 1 quarter. The position peaked at $3K in Q2 2023. 205 funds tracked by Wall St. Rank hold UCTT as of Q3 2023.

  • Tradition Wealth Management reported no remaining Ultra Clean Holdings position as of Q3 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 67 Ultra Clean Holdings shares in Q3 2023, an estimated $3K.
  • Tradition Wealth Management first reported a position in Ultra Clean Holdings in Q2 2023 and held it in 1 quarter.
  • Tradition Wealth Management's Ultra Clean Holdings position peaked at $3K in Q2 2023.
  • 205 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.