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Cassady Schiller Wealth Management’s UiPath PATH Stock Holding History

Cassady Schiller 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
2024
Q4 		$64 Buy
+5
New +$66 ﹤0.01% 1119
2024
Q3 		– Sell
-50
Closed -$634 – 478
2024
Q2 		$634 Hold
50
– – ﹤0.01% 442
2024
Q1 		$1.13K Buy
+50
New +$1.17K ﹤0.01% 449

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return

Cassady Schiller Wealth Management's PATH Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in UiPath (PATH) in Q4 2024: 5 shares worth $64. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in PATH as recently as Q2 2024.

Cassady Schiller Wealth Management first reported a position in PATH in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.13K in Q1 2024. 459 funds tracked by Wall St. Rank hold PATH as of Q4 2024.

  • Cassady Schiller Wealth Management held 5 shares of UiPath worth $64 as of Q4 2024.
  • UiPath was a new Cassady Schiller Wealth Management position in Q4 2024.
  • UiPath made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1119 holding.
  • Cassady Schiller Wealth Management first reported a position in UiPath in Q1 2024 and has held it in 3 quarters since.
  • Cassady Schiller Wealth Management's UiPath position peaked at $1.13K in Q1 2024.
  • 459 funds tracked by Wall St. Rank held UiPath as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.