Benjamin Edwards Inc’s UiPath PATH Stock Holding History

Benjamin Edwards Inc’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
2025 Q2	–	Sell	-17,490	Closed	-$180K	–	1199
2025 Q1	$180K	Sell	17,490 -15,369	-47%	-$198K	﹤0.01%	1056
2024 Q4	$418K	Sell	32,859 -1,951	-6%	-$25.8K	0.01%	880
2024 Q3	$445K	Buy	34,810 +34,200	+5,607%	+$419K	0.01%	827
2024 Q2	$8K	Sell	610 -244	-29%	-$4.22K	﹤0.01%	630
2024 Q1	$19K	Sell	854 -322	-27%	-$7.54K	﹤0.01%	583
2023 Q4	$29K	Sell	1,176 -1,042	-47%	-$20.3K	0.01%	519
2023 Q3	$38K	Buy	2,218 +90	+4%	+$1.5K	0.01%	479
2023 Q2	$35K	Buy	2,128 +324	+18%	+$5.2K	0.01%	490
2023 Q1	$32K	Buy	1,804 +105	+6%	+$1.59K	0.01%	504
2022 Q4	$22K	Buy	1,699 +371	+28%	+$4.58K	0.01%	497
2022 Q3	$17K	Buy	1,328 +147	+12%	+$2.58K	0.01%	519
2022 Q2	$21K	Buy	1,181 +315	+36%	+$5.89K	0.01%	515
2022 Q1	$19K	Buy	866 +158	+22%	+$5.32K	0.01%	562
2021 Q4	$31K	Buy	708 +280	+65%	+$13.8K	0.01%	469
2021 Q3	$23K	Buy	+428	New	+$25.9K	0.01%	393

Other funds holding PATH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return