CWA
PATH icon

Clearview Wealth Advisors’s UiPath PATH Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-75
Closed -$1.24K – 463
2023
Q2 		$1.24K Hold
75
– – ﹤0.01% 579
2023
Q1 		$1.32K Hold
75
– – ﹤0.01% 551
2022
Q4 		$953 Hold
75
– – ﹤0.01% 532
2022
Q3 		$1K Hold
75
– – ﹤0.01% 547
2022
Q2 		$1K Buy
75
+25
+50% +$467 ﹤0.01% 553
2022
Q1 		$1K Buy
50
+25
+100% +$842 ﹤0.01% 572
2021
Q4 		$1K Buy
+25
New +$1.23K ﹤0.01% 654

Other funds holding PATH

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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 $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Clearview Wealth Advisors's PATH Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of UiPath (PATH) in Q3 2023, closing a stake of 75 shares — an estimated $1.24K sold.

Clearview Wealth Advisors first reported a position in PATH in Q4 2021 and held it in 7 quarters. The position peaked at $1.32K in Q1 2023. 417 funds tracked by Wall St. Rank hold PATH as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining UiPath position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 75 UiPath shares in Q3 2023, an estimated $1.24K.
  • Clearview Wealth Advisors first reported a position in UiPath in Q4 2021 and held it in 7 quarters.
  • Clearview Wealth Advisors's UiPath position peaked at $1.32K in Q1 2023.
  • 417 funds tracked by Wall St. Rank held UiPath as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.