AWM
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Avior Wealth Management’s UiPath PATH Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-812
Closed -$10.3K – 1845
2024
Q4 		$10.3K Buy
+812
New +$10.7K ﹤0.01% 1613
2024
Q2 		– Sell
-852
Closed -$19.3K – 3282
2024
Q1 		$19.3K Buy
+852
New +$19.9K ﹤0.01% 1620
2023
Q3 		– Sell
-600
Closed -$9.94K – 1655
2023
Q2 		$9.94K Buy
+600
New +$9.62K ﹤0.01% 1025

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
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

Avior Wealth Management's PATH Position: Q1 2025 in Review

Avior Wealth Management sold out of UiPath (PATH) in Q1 2025, closing a stake of 812 shares — an estimated $10.3K sold.

Avior Wealth Management first reported a position in PATH in Q2 2023 and held it in 3 quarters. The position peaked at $19.3K in Q1 2024. 446 funds tracked by Wall St. Rank hold PATH as of Q1 2025.

  • Avior Wealth Management reported no remaining UiPath position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 812 UiPath shares in Q1 2025, an estimated $10.3K.
  • Avior Wealth Management first reported a position in UiPath in Q2 2023 and held it in 3 quarters.
  • Avior Wealth Management's UiPath position peaked at $19.3K in Q1 2024.
  • 446 funds tracked by Wall St. Rank held UiPath as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.