CHA
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Carmichael Hill & Associates’s UiPath PATH Stock Holding History

Carmichael Hill & Associates’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
Q1 		– Hold
0
– -$16.6K – 812
2023
Q4 		– Hold
0
– – – 505
2023
Q3 		– Hold
0
– – – 494
2023
Q2 		– Hold
0
– – – 498
2023
Q1 		– Hold
0
– – – 482
2022
Q4 		– Hold
0
– – – 491
2022
Q3 		– Hold
0
– – – 506
2022
Q2 		– Sell
-300
Closed -$5.61K – 493
2022
Q1 		$6K Hold
300
– – ﹤0.01% 673
2021
Q4 		$13K Buy
+300
New +$14.8K 0.01% 579

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $7.07B AUM 50.91% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return