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Baldwin Wealth Partners’s UiPath PATH Stock Holding History

Baldwin Wealth Partners’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
2022
Q4 		– Sell
-1,000
Closed -$13K – 810
2022
Q3 		$13K Hold
1,000
– – ﹤0.01% 492
2022
Q2 		$18K Buy
+1,000
New +$18.7K ﹤0.01% 485
2022
Q1 		– Sell
-600
Closed -$26K – 690
2021
Q4 		$26K Buy
+600
New +$29.6K ﹤0.01% 421

Other funds holding PATH

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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baldwin Wealth Partners's PATH Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of UiPath (PATH) in Q4 2022, closing a stake of 1,000 shares — an estimated $13K sold.

Baldwin Wealth Partners first reported a position in PATH in Q4 2021 and held it in 3 quarters. The position peaked at $26K in Q4 2021. 336 funds tracked by Wall St. Rank hold PATH as of Q4 2022.

  • Baldwin Wealth Partners reported no remaining UiPath position as of Q4 2022 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,000 UiPath shares in Q4 2022, an estimated $13K.
  • Baldwin Wealth Partners first reported a position in UiPath in Q4 2021 and held it in 3 quarters.
  • Baldwin Wealth Partners's UiPath position peaked at $26K in Q4 2021.
  • 336 funds tracked by Wall St. Rank held UiPath as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.