Crewe Advisors’s UiPath PATH Stock Holding History

Crewe 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 Q4	–	Sell	-7	Closed	-$120	–	620
2023 Q3	$120	Hold	7	–	–	﹤0.01%	541
2023 Q2	$116	Buy	+7	New	+$112	﹤0.01%	851
2021 Q4	–	Sell	-175	Closed	-$9K	–	447
2021 Q3	$9K	Buy	+175	New	+$10.6K	﹤0.01%	274

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

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Crewe Advisors's PATH Position: Q4 2023 in Review

Crewe Advisors sold out of UiPath (PATH) in Q4 2023, closing a stake of 7 shares — an estimated $120 sold.

Crewe Advisors first reported a position in PATH in Q3 2021 and held it in 3 quarters. The position peaked at $9K in Q3 2021. 499 funds tracked by Wall St. Rank hold PATH as of Q4 2023.

Crewe Advisors reported no remaining UiPath position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 7 UiPath shares in Q4 2023, an estimated $120.
Crewe Advisors first reported a position in UiPath in Q3 2021 and held it in 3 quarters.
Crewe Advisors's UiPath position peaked at $9K in Q3 2021.
499 funds tracked by Wall St. Rank held UiPath as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.