CWM
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Cherrydale Wealth Management’s UiPath PATH Stock Holding History

Cherrydale 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
2022
Q2 		– Sell
-29,193
Closed -$630K – 43
2022
Q1 		$630K Sell
29,193
-5,372
-16% -$181K 0.46% 22
2021
Q4 		$1.49M Buy
+34,565
New +$1.7M 1.12% 12

Other funds holding PATH

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Cherrydale Wealth Management's PATH Position: Q2 2022 in Review

Cherrydale Wealth Management sold out of UiPath (PATH) in Q2 2022, closing a stake of 29,193 shares — an estimated $630K sold.

Cherrydale Wealth Management first reported a position in PATH in Q4 2021 and held it in 2 quarters. The position peaked at $1.49M in Q4 2021. 313 funds tracked by Wall St. Rank hold PATH as of Q2 2022.

  • Cherrydale Wealth Management reported no remaining UiPath position as of Q2 2022 after selling out during the quarter.
  • Cherrydale Wealth Management sold 29,193 UiPath shares in Q2 2022, an estimated $630K.
  • Cherrydale Wealth Management first reported a position in UiPath in Q4 2021 and held it in 2 quarters.
  • Cherrydale Wealth Management's UiPath position peaked at $1.49M in Q4 2021.
  • 313 funds tracked by Wall St. Rank held UiPath as of Q2 2022.

Based on Cherrydale Wealth Management's 13F filing for Q2 2022, filed 7 Jul 2022.