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Berkshire Capital Holdings’s UiPath PATH Stock Holding History

Berkshire Capital Holdings’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
-10
Closed -$227 – 93
2024
Q1 		$227 Hold
10
– – ﹤0.01% 83
2023
Q4 		$248 Hold
10
– – ﹤0.01% 74
2023
Q3 		$171 Hold
10
– – ﹤0.01% 78
2023
Q2 		$166 Hold
10
– – ﹤0.01% 82
2023
Q1 		$176 Buy
+10
New +$151 ﹤0.01% 83

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 $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Berkshire Capital Holdings's PATH Position: Q2 2024 in Review

Berkshire Capital Holdings sold out of UiPath (PATH) in Q2 2024, closing a stake of 10 shares — an estimated $227 sold.

Berkshire Capital Holdings first reported a position in PATH in Q1 2023 and held it in 5 quarters. The position peaked at $248 in Q4 2023. 478 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

  • Berkshire Capital Holdings reported no remaining UiPath position as of Q2 2024 after selling out during the quarter.
  • Berkshire Capital Holdings sold 10 UiPath shares in Q2 2024, an estimated $227.
  • Berkshire Capital Holdings first reported a position in UiPath in Q1 2023 and held it in 5 quarters.
  • Berkshire Capital Holdings's UiPath position peaked at $248 in Q4 2023.
  • 478 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on Berkshire Capital Holdings's 13F filing for Q2 2024, filed 13 Aug 2024.