AA
PATH icon

ALPS Advisors’s UiPath PATH Stock Holding History

ALPS 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
Q3 		– Sell
-122,741
Closed -$1.56M – 1102
2024
Q2 		$1.56M Buy
122,741
+51,209
+72% +$885K 0.01% 374
2024
Q1 		$1.62M Buy
71,532
+10,009
+16% +$234K 0.01% 387
2023
Q4 		$1.53M Sell
61,523
-24,378
-28% -$476K 0.01% 375
2023
Q3 		$1.47M Buy
85,901
+23,323
+37% +$388K 0.01% 375
2023
Q2 		$1.04M Sell
62,578
-7,730
-11% -$124K 0.01% 485
2023
Q1 		$1.23M Sell
70,308
-57,065
-45% -$862K 0.01% 405
2022
Q4 		$1.62M Sell
127,373
-33,685
-21% -$416K 0.01% 344
2022
Q3 		$2.03M Buy
161,058
+43,145
+37% +$757K 0.02% 307
2022
Q2 		$2.15M Buy
+117,913
New +$2.2M 0.02% 310

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
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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return