AWM
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Axxcess Wealth Management’s UiPath PATH Stock Holding History

Axxcess 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
2024
Q3 		– Sell
-24,231
Closed -$307K – 928
2024
Q2 		$307K Buy
24,231
+5,621
+30% +$97.2K 0.01% 643
2024
Q1 		$422K Sell
18,610
-7,020
-27% -$164K 0.01% 584
2023
Q4 		$637K Sell
25,630
-3,491
-12% -$68.1K 0.02% 458
2023
Q3 		$498K Buy
29,121
+740
+3% +$12.3K 0.02% 469
2023
Q2 		$470K Buy
28,381
+3,098
+12% +$49.7K 0.03% 364
2023
Q1 		$444K Buy
25,283
+4,479
+22% +$67.7K 0.03% 401
2022
Q4 		$264K Sell
20,804
-7,670
-27% -$94.8K 0.02% 481
2022
Q3 		$359K Sell
28,474
-541
-2% -$9.49K 0.03% 371
2022
Q2 		$528K Buy
29,015
+9,511
+49% +$178K 0.05% 297
2022
Q1 		$421K Buy
19,504
+264
+1% +$8.9K 0.03% 394
2021
Q4 		$830K Buy
+19,240
New +$949K 0.06% 250

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

Axxcess Wealth Management's PATH Position: Q3 2024 in Review

Axxcess Wealth Management sold out of UiPath (PATH) in Q3 2024, closing a stake of 24,231 shares — an estimated $307K sold.

Axxcess Wealth Management first reported a position in PATH in Q4 2021 and held it in 11 quarters. The position peaked at $830K in Q4 2021. 421 funds tracked by Wall St. Rank hold PATH as of Q3 2024.

  • Axxcess Wealth Management reported no remaining UiPath position as of Q3 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 24,231 UiPath shares in Q3 2024, an estimated $307K.
  • Axxcess Wealth Management first reported a position in UiPath in Q4 2021 and held it in 11 quarters.
  • Axxcess Wealth Management's UiPath position peaked at $830K in Q4 2021.
  • 421 funds tracked by Wall St. Rank held UiPath as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.