BDO Wealth Advisors’s UiPath PATH Stock Holding History

BDO 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	Closed	–	–	1131
2021 Q3	$0	Hold	4	–	–	﹤0.01%	1099
2021 Q2	$0	Buy	+4	New	+$293	﹤0.01%	1185

Other funds holding PATH

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 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 New York $74.1B AUM 71.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BDO Wealth Advisors's PATH Position: Q4 2021 in Review

BDO Wealth Advisors sold out of UiPath (PATH) in Q4 2021, closing a stake of 4 shares.

BDO Wealth Advisors first reported a position in PATH in Q2 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 328 funds tracked by Wall St. Rank hold PATH as of Q4 2021.

BDO Wealth Advisors reported no remaining UiPath position as of Q4 2021 after selling out during the quarter.
BDO Wealth Advisors sold 4 UiPath shares in Q4 2021.
BDO Wealth Advisors first reported a position in UiPath in Q2 2021 and held it in 2 quarters.
BDO Wealth Advisors's UiPath position peaked at $0 in Q3 2021.
328 funds tracked by Wall St. Rank held UiPath as of Q4 2021.

Based on BDO Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.