Bank Julius Baer & Co
PATH icon

Bank Julius Baer & Co’s UiPath PATH Stock Holding History

Bank Julius Baer & 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
Q2 		– Sell
-5,537
Closed -$126K – 523
2024
Q1 		$126K Hold
5,537
– – ﹤0.01% 419
2023
Q4 		$138K Sell
5,537
-9,325
-63% -$182K ﹤0.01% 426
2023
Q3 		$254K Buy
14,862
+10,300
+226% +$172K ﹤0.01% 370
2023
Q2 		$76K Sell
4,562
-14,268
-76% -$229K ﹤0.01% 476
2023
Q1 		$331K Buy
18,830
+11,553
+159% +$175K ﹤0.01% 386
2022
Q4 		$92K Sell
7,277
-1,772
-20% -$21.9K ﹤0.01% 482
2022
Q3 		$114K Sell
9,049
-438
-5% -$7.68K ﹤0.01% 449
2022
Q2 		$173K Buy
+9,487
New +$177K ﹤0.01% 422

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Bank Julius Baer & Co's PATH Position: Q2 2024 in Review

Bank Julius Baer & Co sold out of UiPath (PATH) in Q2 2024, closing a stake of 5,537 shares — an estimated $126K sold.

Bank Julius Baer & Co first reported a position in PATH in Q2 2022 and held it in 8 quarters. The position peaked at $331K in Q1 2023. 479 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

  • Bank Julius Baer & Co reported no remaining UiPath position as of Q2 2024 after selling out during the quarter.
  • Bank Julius Baer & Co sold 5,537 UiPath shares in Q2 2024, an estimated $126K.
  • Bank Julius Baer & Co first reported a position in UiPath in Q2 2022 and held it in 8 quarters.
  • Bank Julius Baer & Co's UiPath position peaked at $331K in Q1 2023.
  • 479 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on Bank Julius Baer & Co's 13F filing for Q2 2024, filed 14 Aug 2024.