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Bleakley Financial Group’s UiPath PATH Stock Holding History

Bleakley Financial Group’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
-12,227
Closed -$277K – 1055
2024
Q1 		$277K Sell
12,227
-464
-4% -$10.9K 0.01% 784
2023
Q4 		$315K Buy
12,691
+598
+5% +$11.7K 0.01% 724
2023
Q3 		$207K Sell
12,093
-2,440
-17% -$40.6K 0.01% 794
2023
Q2 		$241K Buy
14,533
+1,671
+13% +$26.8K 0.01% 789
2023
Q1 		$226K Sell
12,862
-1,129
-8% -$17.1K 0.01% 783
2022
Q4 		$178K Buy
+13,991
New +$173K 0.01% 809

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 $3.38T AUM 44.17% 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

Bleakley Financial Group's PATH Position: Q2 2024 in Review

Bleakley Financial Group sold out of UiPath (PATH) in Q2 2024, closing a stake of 12,227 shares — an estimated $277K sold.

Bleakley Financial Group first reported a position in PATH in Q4 2022 and held it in 6 quarters. The position peaked at $315K in Q4 2023. 479 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

  • Bleakley Financial Group reported no remaining UiPath position as of Q2 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 12,227 UiPath shares in Q2 2024, an estimated $277K.
  • Bleakley Financial Group first reported a position in UiPath in Q4 2022 and held it in 6 quarters.
  • Bleakley Financial Group's UiPath position peaked at $315K in Q4 2023.
  • 479 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on Bleakley Financial Group's 13F filing for Q2 2024, filed 12 Aug 2024.