AR
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Advisory Research’s UiPath PATH Stock Holding History

Advisory Research’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
Q1 		– Sell
-18,614
Closed -$462K – 274
2023
Q4 		$462K Sell
18,614
-2,498
-12% -$48.8K 0.07% 249
2023
Q3 		$361K Buy
21,112
+4,363
+26% +$72.7K 0.05% 334
2023
Q2 		$278K Buy
+16,749
New +$269K 0.04% 385

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Advisory Research's PATH Position: Q1 2024 in Review

Advisory Research sold out of UiPath (PATH) in Q1 2024, closing a stake of 18,614 shares — an estimated $462K sold.

Advisory Research first reported a position in PATH in Q2 2023 and held it in 3 quarters. The position peaked at $462K in Q4 2023. 515 funds tracked by Wall St. Rank hold PATH as of Q1 2024.

  • Advisory Research reported no remaining UiPath position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 18,614 UiPath shares in Q1 2024, an estimated $462K.
  • Advisory Research first reported a position in UiPath in Q2 2023 and held it in 3 quarters.
  • Advisory Research's UiPath position peaked at $462K in Q4 2023.
  • 515 funds tracked by Wall St. Rank held UiPath as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.