CWP
PATH icon

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 $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return