TSWM
UCTT

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 $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return