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Atomi Financial Group’s UiPath PATH Stock Holding History

Atomi Financial Group’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
-11,866
Closed -$152K – 1012
2024
Q3 		$152K Sell
11,866
-2,637
-18% -$32.3K 0.01% 882
2024
Q2 		$184K Sell
14,503
-1,162
-7% -$20.1K 0.01% 751
2024
Q1 		$355K Sell
15,665
-2,893
-16% -$67.7K 0.03% 466
2023
Q4 		$461K Buy
+18,558
New +$362K 0.06% 292

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

Atomi Financial Group's PATH Position: Q4 2024 in Review

Atomi Financial Group sold out of UiPath (PATH) in Q4 2024, closing a stake of 11,866 shares — an estimated $152K sold.

Atomi Financial Group first reported a position in PATH in Q4 2023 and held it in 4 quarters. The position peaked at $461K in Q4 2023. 459 funds tracked by Wall St. Rank hold PATH as of Q4 2024.

  • Atomi Financial Group reported no remaining UiPath position as of Q4 2024 after selling out during the quarter.
  • Atomi Financial Group sold 11,866 UiPath shares in Q4 2024, an estimated $152K.
  • Atomi Financial Group first reported a position in UiPath in Q4 2023 and held it in 4 quarters.
  • Atomi Financial Group's UiPath position peaked at $461K in Q4 2023.
  • 459 funds tracked by Wall St. Rank held UiPath as of Q4 2024.

Based on Atomi Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.