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PATH icon

FDx Advisors’s UiPath PATH Stock Holding History

FDx 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
2024
Q1 		– Sell
-22,956
Closed -$570K – 559
2023
Q4 		$570K Sell
22,956
-5,768
-20% -$113K 0.04% 361
2023
Q3 		$491K Buy
28,724
+1,012
+4% +$16.9K 0.04% 349
2023
Q2 		$459K Buy
27,712
+4,501
+19% +$72.2K 0.03% 471
2023
Q1 		$295K Hold
23,211
– – 0.01% 575
2022
Q4 		$295K Buy
23,211
+3,553
+18% +$43.9K 0.01% 575
2022
Q3 		$248K Sell
19,658
-2,252
-10% -$39.5K 0.01% 614
2022
Q2 		$399K Buy
21,910
+3,924
+22% +$73.4K 0.02% 539
2022
Q1 		$388K Buy
17,986
+7,599
+73% +$256K 0.01% 575
2021
Q4 		$448K Buy
10,387
+2,653
+34% +$131K 0.01% 569
2021
Q3 		$407K Buy
+7,734
New +$468K 0.01% 567

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return