BRWA
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B. Riley Wealth Advisors’s UiPath PATH Stock Holding History

B. Riley Wealth Advisors’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
2021
Q4 		– Sell
-4,620
Closed -$244K – 1465
2021
Q3 		$244K Buy
4,620
+1,133
+32% +$68.6K 0.01% 1151
2021
Q2 		$237K Buy
+3,487
New +$256K 0.01% 1142

Other funds holding PATH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

B. Riley Wealth Advisors's PATH Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of UiPath (PATH) in Q4 2021, closing a stake of 4,620 shares — an estimated $244K sold.

B. Riley Wealth Advisors first reported a position in PATH in Q2 2021 and held it in 2 quarters. The position peaked at $244K in Q3 2021. 328 funds tracked by Wall St. Rank hold PATH as of Q4 2021.

  • B. Riley Wealth Advisors reported no remaining UiPath position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,620 UiPath shares in Q4 2021, an estimated $244K.
  • B. Riley Wealth Advisors first reported a position in UiPath in Q2 2021 and held it in 2 quarters.
  • B. Riley Wealth Advisors's UiPath position peaked at $244K in Q3 2021.
  • 328 funds tracked by Wall St. Rank held UiPath as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.