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Tyler-Stone Wealth Management’s Ultra Clean Holdings UCTT Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-250
Closed -$12.3K – 899
2024
Q2 		$12.3K Hold
250
– – 0.01% 620
2024
Q1 		$11.5K Hold
250
– – 0.01% 636
2023
Q4 		$8.54K Hold
250
– – ﹤0.01% 659
2023
Q3 		$7K Hold
250
– – ﹤0.01% 675
2023
Q2 		$10K Buy
+250
New +$8.04K 0.01% 623
2022
Q4 		$8K Hold
250
– – 0.01% 600
2022
Q3 		$6K Hold
250
– – ﹤0.01% 624
2022
Q2 		$7K Hold
250
– – ﹤0.01% 617
2022
Q1 		$11K Hold
250
– – 0.01% 566
2021
Q4 		$14K Buy
+250
New +$13K 0.01% 546

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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tyler-Stone Wealth Management's UCTT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Ultra Clean Holdings (UCTT) in Q3 2024, closing a stake of 250 shares — an estimated $12.3K sold.

Tyler-Stone Wealth Management first reported a position in UCTT in Q4 2021 and held it in 10 quarters. The position peaked at $14K in Q4 2021. 250 funds tracked by Wall St. Rank hold UCTT as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Ultra Clean Holdings position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 250 Ultra Clean Holdings shares in Q3 2024, an estimated $12.3K.
  • Tyler-Stone Wealth Management first reported a position in Ultra Clean Holdings in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Ultra Clean Holdings position peaked at $14K in Q4 2021.
  • 250 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.