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Concord Wealth Partners’s UiPath PATH Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-42
Closed -$533 – 1002
2024
Q2 		$533 Hold
42
– – ﹤0.01% 757
2024
Q1 		$952 Hold
42
– – ﹤0.01% 795
2023
Q4 		$1.04K Sell
42
-117
-74% -$2.28K ﹤0.01% 758
2023
Q3 		$2.72K Sell
159
-269
-63% -$4.48K ﹤0.01% 821
2023
Q2 		$7.09K Buy
428
+159
+59% +$2.55K ﹤0.01% 651
2023
Q1 		$4.72K Sell
269
-2,640
-91% -$39.9K ﹤0.01% 678
2022
Q4 		$37K Buy
+2,909
New +$35.9K 0.01% 420
2022
Q3 		– Sell
-5,751
Closed -$105K – 831
2022
Q2 		$105K Buy
+5,751
New +$108K 0.03% 257
2022
Q1 		– Sell
-43
Closed -$2K – 1356
2021
Q4 		$2K Buy
+43
New +$2.12K ﹤0.01% 1152

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concord Wealth Partners's PATH Position: Q3 2024 in Review

Concord Wealth Partners sold out of UiPath (PATH) in Q3 2024, closing a stake of 42 shares — an estimated $533 sold.

Concord Wealth Partners first reported a position in PATH in Q4 2021 and held it in 9 quarters. The position peaked at $105K in Q2 2022. 421 funds tracked by Wall St. Rank hold PATH as of Q3 2024.

  • Concord Wealth Partners reported no remaining UiPath position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 42 UiPath shares in Q3 2024, an estimated $533.
  • Concord Wealth Partners first reported a position in UiPath in Q4 2021 and held it in 9 quarters.
  • Concord Wealth Partners's UiPath position peaked at $105K in Q2 2022.
  • 421 funds tracked by Wall St. Rank held UiPath as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.