CFA
PATH icon

Carroll Financial Associates’s UiPath PATH Stock Holding History

Carroll Financial 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
2021
Q4 		$21K Hold
485
– – ﹤0.01% 964
2021
Q3 		$25K Buy
+485
New +$29.4K ﹤0.01% 942

Other funds holding PATH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carroll Financial Associates's PATH Position: Q4 2021 in Review

Carroll Financial Associates held its UiPath (PATH) position steady in Q4 2021 at 485 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Carroll Financial Associates first reported a position in PATH in Q3 2021 and has held it in 2 quarters since. The position peaked at $25K in Q3 2021. 328 funds tracked by Wall St. Rank hold PATH as of Q4 2021.

  • Carroll Financial Associates held 485 shares of UiPath worth $21K as of Q4 2021.
  • Carroll Financial Associates left its UiPath share count unchanged in Q4 2021.
  • UiPath made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #964 holding.
  • Carroll Financial Associates first reported a position in UiPath in Q3 2021 and has held it in 2 quarters since.
  • Carroll Financial Associates's UiPath position peaked at $25K in Q3 2021.
  • 328 funds tracked by Wall St. Rank held UiPath as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.