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Cetera Advisors’s UiPath PATH Stock Holding History

Cetera Advisors’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 		$447K Buy
19,706
+9,522
+93% +$223K ﹤0.01% 1673
2023
Q4 		$253K Buy
+10,184
New +$199K ﹤0.01% 1517
2023
Q3 		– Sell
-13,212
Closed -$219K – 1768
2023
Q2 		$219K Buy
+13,212
New +$212K ﹤0.01% 1463

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Cetera Advisors's PATH Position: Q1 2024 in Review

Cetera Advisors increased its UiPath (PATH) stake by 93% in Q1 2024, buying an estimated $223K and bringing the position to 19,706 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Cetera Advisors first reported a position in PATH in Q2 2023 and has held it in 3 quarters since. 515 funds tracked by Wall St. Rank hold PATH as of Q1 2024.

  • Cetera Advisors held 19,706 shares of UiPath worth $447K as of Q1 2024.
  • Cetera Advisors bought 9,522 UiPath shares in Q1 2024, an estimated $223K.
  • UiPath made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1673 holding.
  • Cetera Advisors first reported a position in UiPath in Q2 2023 and has held it in 3 quarters since.
  • 515 funds tracked by Wall St. Rank held UiPath as of Q1 2024.

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