Confluence Wealth Services’s UiPath PATH Stock Holding History

Confluence Wealth Services’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 Q1	–	Sell	-8	Closed	–	–	883
2021 Q4	$0	Buy	+8	New	+$395	﹤0.01%	1258

Other funds holding PATH

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Confluence Wealth Services's PATH Position: Q1 2022 in Review

Confluence Wealth Services sold out of UiPath (PATH) in Q1 2022, closing a stake of 8 shares.

Confluence Wealth Services first reported a position in PATH in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 286 funds tracked by Wall St. Rank hold PATH as of Q1 2022.

Confluence Wealth Services reported no remaining UiPath position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 8 UiPath shares in Q1 2022.
Confluence Wealth Services first reported a position in UiPath in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's UiPath position peaked at $0 in Q4 2021.
286 funds tracked by Wall St. Rank held UiPath as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.