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PATH icon

Addison Advisors’s UiPath PATH Stock Holding History

Addison Advisors’s Portfolio PATH Stock Details PATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8
Closed -$103 – 865
2024
Q3 		$103 Hold
8
– – ﹤0.01% 823
2024
Q2 		$102 Hold
8
– – ﹤0.01% 760
2024
Q1 		$182 Hold
8
– – ﹤0.01% 684
2023
Q4 		$199 Hold
8
– – ﹤0.01% 690
2023
Q3 		$137 Buy
+8
New +$133 ﹤0.01% 662

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return

Addison Advisors's PATH Position: Q4 2024 in Review

Addison Advisors sold out of UiPath (PATH) in Q4 2024, closing a stake of 8 shares — an estimated $103 sold.

Addison Advisors first reported a position in PATH in Q3 2023 and held it in 5 quarters. The position peaked at $199 in Q4 2023. 459 funds tracked by Wall St. Rank hold PATH as of Q4 2024.

  • Addison Advisors reported no remaining UiPath position as of Q4 2024 after selling out during the quarter.
  • Addison Advisors sold 8 UiPath shares in Q4 2024, an estimated $103.
  • Addison Advisors first reported a position in UiPath in Q3 2023 and held it in 5 quarters.
  • Addison Advisors's UiPath position peaked at $199 in Q4 2023.
  • 459 funds tracked by Wall St. Rank held UiPath as of Q4 2024.

Based on Addison Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.