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Buck Wealth Strategies’s UiPath PATH Stock Holding History

Buck Wealth Strategies’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
2023
Q4 		– Sell
-400
Closed -$6.84K – 271
2023
Q3 		$6.84K Hold
400
– – ﹤0.01% 220
2023
Q2 		$6.63K Hold
400
– – ﹤0.01% 169
2023
Q1 		$7.02K Buy
+400
New +$6.04K ﹤0.01% 119

Other funds holding PATH

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Buck Wealth Strategies's PATH Position: Q4 2023 in Review

Buck Wealth Strategies sold out of UiPath (PATH) in Q4 2023, closing a stake of 400 shares — an estimated $6.84K sold.

Buck Wealth Strategies first reported a position in PATH in Q1 2023 and held it in 3 quarters. The position peaked at $7.02K in Q1 2023. 499 funds tracked by Wall St. Rank hold PATH as of Q4 2023.

  • Buck Wealth Strategies reported no remaining UiPath position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 400 UiPath shares in Q4 2023, an estimated $6.84K.
  • Buck Wealth Strategies first reported a position in UiPath in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's UiPath position peaked at $7.02K in Q1 2023.
  • 499 funds tracked by Wall St. Rank held UiPath as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.