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B. Metzler seel. Sohn & Co’s UiPath PATH Stock Holding History

B. Metzler seel. Sohn & Co’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
-11,432
Closed -$145K – 782
2024
Q2 		$145K Buy
11,432
+374
+3% +$6.47K ﹤0.01% 754
2024
Q1 		$251K Hold
11,058
– – ﹤0.01% 722
2023
Q4 		$275K Buy
+11,058
New +$216K ﹤0.01% 693
2022
Q3 		– Sell
-12,423
Closed -$226K – 737
2022
Q2 		$226K Buy
+12,423
New +$232K ﹤0.01% 696
2022
Q1 		– Sell
-4,926
Closed -$219K – 785
2021
Q4 		$219K Buy
4,926
+1,041
+27% +$51.3K ﹤0.01% 694
2021
Q3 		$204K Buy
+3,885
New +$235K ﹤0.01% 689

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

B. Metzler seel. Sohn & Co's PATH Position: Q3 2024 in Review

B. Metzler seel. Sohn & Co sold out of UiPath (PATH) in Q3 2024, closing a stake of 11,432 shares — an estimated $145K sold.

B. Metzler seel. Sohn & Co first reported a position in PATH in Q3 2021 and held it in 6 quarters. The position peaked at $275K in Q4 2023. 420 funds tracked by Wall St. Rank hold PATH as of Q3 2024.

  • B. Metzler seel. Sohn & Co reported no remaining UiPath position as of Q3 2024 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 11,432 UiPath shares in Q3 2024, an estimated $145K.
  • B. Metzler seel. Sohn & Co first reported a position in UiPath in Q3 2021 and held it in 6 quarters.
  • B. Metzler seel. Sohn & Co's UiPath position peaked at $275K in Q4 2023.
  • 420 funds tracked by Wall St. Rank held UiPath as of Q3 2024.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q3 2024, filed 8 Nov 2024.