FCH
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Freestone Capital Holdings’s UiPath PATH Stock Holding History

Freestone Capital Holdings’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
2022
Q1 		– Sell
-5,307
Closed -$229K – 600
2021
Q4 		$229K Buy
5,307
+1,054
+25% +$52K 0.01% 449
2021
Q3 		$224K Buy
+4,253
New +$257K 0.01% 388

Other funds holding PATH

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Freestone Capital Holdings's PATH Position: Q1 2022 in Review

Freestone Capital Holdings sold out of UiPath (PATH) in Q1 2022, closing a stake of 5,307 shares — an estimated $229K sold.

Freestone Capital Holdings first reported a position in PATH in Q3 2021 and held it in 2 quarters. The position peaked at $229K in Q4 2021. 286 funds tracked by Wall St. Rank hold PATH as of Q1 2022.

  • Freestone Capital Holdings reported no remaining UiPath position as of Q1 2022 after selling out during the quarter.
  • Freestone Capital Holdings sold 5,307 UiPath shares in Q1 2022, an estimated $229K.
  • Freestone Capital Holdings first reported a position in UiPath in Q3 2021 and held it in 2 quarters.
  • Freestone Capital Holdings's UiPath position peaked at $229K in Q4 2021.
  • 286 funds tracked by Wall St. Rank held UiPath as of Q1 2022.

Based on Freestone Capital Holdings's 13F filing for Q1 2022, filed 12 May 2022.