CF
PATH icon

Centaurus Financial’s UiPath PATH Stock Holding History

Centaurus Financial’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 		– Sell
-30,200
Closed -$387K – 912
2024
Q3 		$387K Buy
30,200
+200
+0.7% +$2.45K 0.02% 468
2024
Q2 		$380K Hold
30,000
– – 0.03% 445
2024
Q1 		$680K Hold
30,000
– – 0.05% 319
2023
Q4 		$745K Hold
30,000
– – 0.06% 286
2023
Q3 		$513K Hold
30,000
– – 0.04% 345
2023
Q2 		$497K Hold
30,000
– – 0.04% 355
2023
Q1 		$527K Hold
30,000
– – 0.04% 378
2022
Q4 		$381K Hold
30,000
– – 0.04% 430
2022
Q3 		$378K Buy
30,000
+7,500
+33% +$132K 0.04% 420
2022
Q2 		$409K Buy
22,500
+12,500
+125% +$234K 0.04% 418
2022
Q1 		$216K Buy
+10,000
New +$337K 0.02% 646

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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