Blue Bell Private Wealth Management’s UiPath PATH Stock Holding History

Blue Bell Private 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 Q2	–	Sell	-30	Closed	-$1K	–	868
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	814
2021 Q4	$1K	Buy	+30	New	+$1.48K	﹤0.01%	800

Other funds holding PATH

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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 New York $59.5B AUM 51.63% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Blue Bell Private Wealth Management's PATH Position: Q2 2022 in Review

Blue Bell Private Wealth Management sold out of UiPath (PATH) in Q2 2022, closing a stake of 30 shares — an estimated $1K sold.

Blue Bell Private Wealth Management first reported a position in PATH in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 313 funds tracked by Wall St. Rank hold PATH as of Q2 2022.

Blue Bell Private Wealth Management reported no remaining UiPath position as of Q2 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 30 UiPath shares in Q2 2022, an estimated $1K.
Blue Bell Private Wealth Management first reported a position in UiPath in Q4 2021 and held it in 2 quarters.
Blue Bell Private Wealth Management's UiPath position peaked at $1K in Q1 2022.
313 funds tracked by Wall St. Rank held UiPath as of Q2 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.