DAS
PATH icon

Dynamic Advisor Solutions’s UiPath PATH Stock Holding History

Dynamic Advisor Solutions’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
Q1 		– Sell
-11,191
Closed -$142K – 785
2022
Q4 		$142K Sell
11,191
-1,416
-11% -$17.5K 0.01% 683
2022
Q3 		$159K Buy
12,607
+926
+8% +$16.2K 0.01% 641
2022
Q2 		$212K Buy
+11,681
New +$218K 0.02% 633
2022
Q1 		– Sell
-12,883
Closed -$556K – 766
2021
Q4 		$556K Buy
12,883
+3,238
+34% +$160K 0.04% 399
2021
Q3 		$507K Buy
+9,645
New +$584K 0.04% 442

Other funds holding PATH

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dynamic Advisor Solutions's PATH Position: Q1 2023 in Review

Dynamic Advisor Solutions sold out of UiPath (PATH) in Q1 2023, closing a stake of 11,191 shares — an estimated $142K sold.

Dynamic Advisor Solutions first reported a position in PATH in Q3 2021 and held it in 5 quarters. The position peaked at $556K in Q4 2021. 357 funds tracked by Wall St. Rank hold PATH as of Q1 2023.

  • Dynamic Advisor Solutions reported no remaining UiPath position as of Q1 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 11,191 UiPath shares in Q1 2023, an estimated $142K.
  • Dynamic Advisor Solutions first reported a position in UiPath in Q3 2021 and held it in 5 quarters.
  • Dynamic Advisor Solutions's UiPath position peaked at $556K in Q4 2021.
  • 357 funds tracked by Wall St. Rank held UiPath as of Q1 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2023, filed 11 Apr 2023.