Cetera Advisor Networks’s UiPath PATH Stock Holding History

Cetera Advisor Networks’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	$886K	Buy	39,098 +10,204	+35%	+$239K	﹤0.01%	1550
2023 Q4	$718K	Buy	28,894 +102	+0.4%	+$1.99K	﹤0.01%	1605
2023 Q3	$493K	Buy	28,792 +2,574	+10%	+$42.9K	﹤0.01%	1773
2023 Q2	$434K	Buy	26,218 +1,790	+7%	+$28.7K	﹤0.01%	1814
2023 Q1	$429K	Buy	24,428 +13,919	+132%	+$210K	﹤0.01%	1808
2022 Q4	$134K	Buy	+10,509	New	+$130K	﹤0.01%	2343
2022 Q1	–	Sell	-7,013	Closed	-$302K	–	2154
2021 Q4	$302K	Buy	+7,013	New	+$346K	﹤0.01%	1602

Other funds holding PATH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Cetera Advisor Networks's PATH Position: Q1 2024 in Review

Cetera Advisor Networks increased its UiPath (PATH) stake by 35% in Q1 2024, buying an estimated $239K and bringing the position to 39,098 shares worth $886K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Cetera Advisor Networks first reported a position in PATH in Q4 2021 and has held it in 7 quarters since. 515 funds tracked by Wall St. Rank hold PATH as of Q1 2024.

Cetera Advisor Networks held 39,098 shares of UiPath worth $886K as of Q1 2024.
Cetera Advisor Networks bought 10,204 UiPath shares in Q1 2024, an estimated $239K.
UiPath made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1550 holding.
Cetera Advisor Networks first reported a position in UiPath in Q4 2021 and has held it in 7 quarters since.
515 funds tracked by Wall St. Rank held UiPath as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.