Castleview Partners’s UiPath PATH Stock Holding History

Castleview Partners’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 Q3	–	Sell	-5,912	Closed	-$98K	–	744
2023 Q2	$98K	Buy	+5,912	New	+$94.8K	0.09%	187

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Castleview Partners's PATH Position: Q3 2023 in Review

Castleview Partners sold out of UiPath (PATH) in Q3 2023, closing a stake of 5,912 shares — an estimated $98K sold.

Castleview Partners first reported a position in PATH in Q2 2023 and held it in 1 quarter. The position peaked at $98K in Q2 2023. 417 funds tracked by Wall St. Rank hold PATH as of Q3 2023.

Castleview Partners reported no remaining UiPath position as of Q3 2023 after selling out during the quarter.
Castleview Partners sold 5,912 UiPath shares in Q3 2023, an estimated $98K.
Castleview Partners first reported a position in UiPath in Q2 2023 and held it in 1 quarter.
Castleview Partners's UiPath position peaked at $98K in Q2 2023.
417 funds tracked by Wall St. Rank held UiPath as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.