CKW Financial Group’s UiPath PATH Stock Holding History

CKW Financial Group’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	–	Sell	-619	Closed	-$15K	–	225
2023 Q4	$15K	Hold	619	–	–	﹤0.01%	173
2023 Q3	$11K	Hold	619	–	–	﹤0.01%	170
2023 Q2	$10K	Hold	619	–	–	﹤0.01%	171
2023 Q1	$11K	Hold	619	–	–	﹤0.01%	156
2022 Q4	$8K	Hold	619	–	–	﹤0.01%	166
2022 Q3	$8K	Hold	619	–	–	﹤0.01%	171
2022 Q2	$12K	Buy	619 +6	+1%	+$112	﹤0.01%	161
2022 Q1	$14K	Buy	613 +72	+13%	+$2.43K	﹤0.01%	158
2021 Q4	$20K	Buy	+541	New	+$26.7K	﹤0.01%	161

Other funds holding PATH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

CKW Financial Group's PATH Position: Q1 2024 in Review

CKW Financial Group sold out of UiPath (PATH) in Q1 2024, closing a stake of 619 shares — an estimated $15K sold.

CKW Financial Group first reported a position in PATH in Q4 2021 and held it in 9 quarters. The position peaked at $20K in Q4 2021. 515 funds tracked by Wall St. Rank hold PATH as of Q1 2024.

CKW Financial Group reported no remaining UiPath position as of Q1 2024 after selling out during the quarter.
CKW Financial Group sold 619 UiPath shares in Q1 2024, an estimated $15K.
CKW Financial Group first reported a position in UiPath in Q4 2021 and held it in 9 quarters.
CKW Financial Group's UiPath position peaked at $20K in Q4 2021.
515 funds tracked by Wall St. Rank held UiPath as of Q1 2024.

Based on CKW Financial Group's 13F filing for Q1 2024, filed 22 Apr 2024.