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Axiom Advisory’s UiPath PATH Stock Holding History

Axiom Advisory’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 		$208K Buy
17,024
+266
+2% +$3.26K ﹤0.01% 289
2024
Q2 		$290K Buy
+16,758
New +$290K ﹤0.01% 253

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

Axiom Advisory's PATH Position: Q3 2024 in Review

Axiom Advisory increased its UiPath (PATH) stake by 1.6% in Q3 2024, buying an estimated $3.26K and bringing the position to 17,024 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Axiom Advisory first reported a position in PATH in Q2 2024 and has held it in 2 quarters since. The position peaked at $290K in Q2 2024. 420 funds tracked by Wall St. Rank hold PATH as of Q3 2024.

  • Axiom Advisory held 17,024 shares of UiPath worth $208K as of Q3 2024.
  • Axiom Advisory bought 266 UiPath shares in Q3 2024, an estimated $3.26K.
  • UiPath made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #289 holding.
  • Axiom Advisory first reported a position in UiPath in Q2 2024 and has held it in 2 quarters since.
  • Axiom Advisory's UiPath position peaked at $290K in Q2 2024.
  • 420 funds tracked by Wall St. Rank held UiPath as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.