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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 $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

FDx Advisors's PATH Position: Q1 2024 in Review

FDx Advisors sold out of UiPath (PATH) in Q1 2024, closing a stake of 22,956 shares — an estimated $570K sold.

FDx Advisors first reported a position in PATH in Q3 2021 and held it in 10 quarters. The position peaked at $570K in Q4 2023. 515 funds tracked by Wall St. Rank hold PATH as of Q1 2024.

  • FDx Advisors reported no remaining UiPath position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 22,956 UiPath shares in Q1 2024, an estimated $570K.
  • FDx Advisors first reported a position in UiPath in Q3 2021 and held it in 10 quarters.
  • FDx Advisors's UiPath position peaked at $570K in Q4 2023.
  • 515 funds tracked by Wall St. Rank held UiPath as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.