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Benjamin F. Edwards & Company’s UiPath PATH Stock Holding History

Benjamin F. Edwards & Company’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 		$1.13M Buy
89,189
+86,633
+3,389% +$1.5M 0.02% 497
2024
Q1 		$58K Buy
2,556
+1,407
+122% +$32.9K ﹤0.01% 1246
2023
Q4 		$29K Sell
1,149
-130
-10% -$2.54K ﹤0.01% 1385
2023
Q3 		$22K Sell
1,279
-200
-14% -$3.33K ﹤0.01% 1243
2023
Q2 		$25K Sell
1,479
-111
-7% -$1.78K ﹤0.01% 1227
2023
Q1 		$28K Sell
1,590
-1,205
-43% -$18.2K ﹤0.01% 1212
2022
Q4 		$36K Sell
2,795
-2,302
-45% -$28.4K ﹤0.01% 1163
2022
Q3 		$64K Buy
5,097
+232
+5% +$4.07K ﹤0.01% 991
2022
Q2 		$88K Sell
4,865
-1,748
-26% -$32.7K ﹤0.01% 899
2022
Q1 		$143K Buy
6,613
+277
+4% +$9.33K 0.01% 772
2021
Q4 		$273K Buy
6,336
+1,431
+29% +$70.6K 0.01% 599
2021
Q3 		$258K Buy
4,905
+3,046
+164% +$184K 0.01% 595
2021
Q2 		$126K Buy
+1,859
New +$136K 0.01% 780

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 $3.37T AUM 44.26% 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

Benjamin F. Edwards & Company's PATH Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its UiPath (PATH) stake by 3,389% in Q2 2024, buying an estimated $1.5M and bringing the position to 89,189 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #497.

Benjamin F. Edwards & Company first reported a position in PATH in Q2 2021 and has held it in 13 quarters since. 478 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

  • Benjamin F. Edwards & Company held 89,189 shares of UiPath worth $1.13M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 86,633 UiPath shares in Q2 2024, an estimated $1.5M.
  • UiPath made up 0.02% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #497 holding.
  • Benjamin F. Edwards & Company first reported a position in UiPath in Q2 2021 and has held it in 13 quarters since.
  • 478 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.