Atwood & Palmer’s UiPath PATH Stock Holding History

Atwood & Palmer’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
2023 Q4	–	Sell	-4	Closed	-$69	–	426
2023 Q3	$69	Buy	+4	New	+$67	﹤0.01%	413

Other funds holding PATH

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Atwood & Palmer's PATH Position: Q4 2023 in Review

Atwood & Palmer sold out of UiPath (PATH) in Q4 2023, closing a stake of 4 shares — an estimated $69 sold.

Atwood & Palmer first reported a position in PATH in Q3 2023 and held it in 1 quarter. The position peaked at $69 in Q3 2023. 499 funds tracked by Wall St. Rank hold PATH as of Q4 2023.

Atwood & Palmer reported no remaining UiPath position as of Q4 2023 after selling out during the quarter.
Atwood & Palmer sold 4 UiPath shares in Q4 2023, an estimated $69.
Atwood & Palmer first reported a position in UiPath in Q3 2023 and held it in 1 quarter.
Atwood & Palmer's UiPath position peaked at $69 in Q3 2023.
499 funds tracked by Wall St. Rank held UiPath as of Q4 2023.

Based on Atwood & Palmer's 13F filing for Q4 2023, filed 12 Jan 2024.