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BerganKDV Wealth Management’s UiPath PATH Stock Holding History

BerganKDV Wealth Management’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
-27
Closed – – 1091
2022
Q3 		$0 Buy
+27
New +$474 ﹤0.01% 1036
2022
Q1 		– Sell
-100
Closed -$4K – 1072
2021
Q4 		$4K Buy
+100
New +$4.93K ﹤0.01% 827

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

BerganKDV Wealth Management's PATH Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of UiPath (PATH) in Q4 2022, closing a stake of 27 shares.

BerganKDV Wealth Management first reported a position in PATH in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 336 funds tracked by Wall St. Rank hold PATH as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining UiPath position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 27 UiPath shares in Q4 2022.
  • BerganKDV Wealth Management first reported a position in UiPath in Q4 2021 and held it in 2 quarters.
  • BerganKDV Wealth Management's UiPath position peaked at $4K in Q4 2021.
  • 336 funds tracked by Wall St. Rank held UiPath as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.