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Essex Private Wealth Management’s UiPath PATH Stock Holding History

Essex Private Wealth Management’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 		$128K Buy
+10,001
New +$122K 0.3% 33

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $175B AUM 40.63% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $99.1B AUM 124.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Private Wealth Management's PATH Position: Q3 2024 in Review

Essex Private Wealth Management opened a new position in UiPath (PATH) in Q3 2024: 10,001 shares worth $128K. The stake represents 0.3% of the portfolio and ranks #33 among its holdings.

420 funds tracked by Wall St. Rank hold PATH as of Q3 2024.

  • Essex Private Wealth Management held 10,001 shares of UiPath worth $128K as of Q3 2024.
  • UiPath was a new Essex Private Wealth Management position in Q3 2024.
  • UiPath made up 0.3% of Essex Private Wealth Management's portfolio in Q3 2024, its #33 holding.
  • 420 funds tracked by Wall St. Rank held UiPath as of Q3 2024.

Based on Essex Private Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.