Continuum Advisory’s UiPath PATH Stock Holding History

Continuum Advisory’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	-49,933	Closed	-$827K	–	472
2023 Q2	$827K	Buy	+49,933	New	+$801K	0.13%	190

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

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Continuum Advisory's PATH Position: Q3 2023 in Review

Continuum Advisory sold out of UiPath (PATH) in Q3 2023, closing a stake of 49,933 shares — an estimated $827K sold.

Continuum Advisory first reported a position in PATH in Q2 2023 and held it in 1 quarter. The position peaked at $827K in Q2 2023. 417 funds tracked by Wall St. Rank hold PATH as of Q3 2023.

Continuum Advisory reported no remaining UiPath position as of Q3 2023 after selling out during the quarter.
Continuum Advisory sold 49,933 UiPath shares in Q3 2023, an estimated $827K.
Continuum Advisory first reported a position in UiPath in Q2 2023 and held it in 1 quarter.
Continuum Advisory's UiPath position peaked at $827K in Q2 2023.
417 funds tracked by Wall St. Rank held UiPath as of Q3 2023.

Based on Continuum Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.