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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 $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ALPS Advisors's PATH Position: Q3 2024 in Review

ALPS Advisors sold out of UiPath (PATH) in Q3 2024, closing a stake of 122,741 shares — an estimated $1.56M sold.

ALPS Advisors first reported a position in PATH in Q2 2022 and held it in 9 quarters. The position peaked at $2.15M in Q2 2022. 421 funds tracked by Wall St. Rank hold PATH as of Q3 2024.

  • ALPS Advisors reported no remaining UiPath position as of Q3 2024 after selling out during the quarter.
  • ALPS Advisors sold 122,741 UiPath shares in Q3 2024, an estimated $1.56M.
  • ALPS Advisors first reported a position in UiPath in Q2 2022 and held it in 9 quarters.
  • ALPS Advisors's UiPath position peaked at $2.15M in Q2 2022.
  • 421 funds tracked by Wall St. Rank held UiPath as of Q3 2024.

Based on ALPS Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.