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Baker Avenue Asset Management’s UiPath PATH Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-136
Closed -$2.33K – 1160
2023
Q3 		$2.33K Hold
136
– – ﹤0.01% 1102
2023
Q2 		$2.25K Sell
136
-17
-11% -$273 ﹤0.01% 970
2023
Q1 		$2.69K Sell
153
-30
-16% -$453 ﹤0.01% 943
2022
Q4 		$2.33K Buy
+183
New +$2.26K ﹤0.01% 905

Other funds holding PATH

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Baker Avenue Asset Management's PATH Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of UiPath (PATH) in Q4 2023, closing a stake of 136 shares — an estimated $2.33K sold.

Baker Avenue Asset Management first reported a position in PATH in Q4 2022 and held it in 4 quarters. The position peaked at $2.69K in Q1 2023. 499 funds tracked by Wall St. Rank hold PATH as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining UiPath position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 136 UiPath shares in Q4 2023, an estimated $2.33K.
  • Baker Avenue Asset Management first reported a position in UiPath in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's UiPath position peaked at $2.69K in Q1 2023.
  • 499 funds tracked by Wall St. Rank held UiPath as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.