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Glassman Wealth Services’s UiPath PATH Stock Holding History

Glassman Wealth Services’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
-514
Closed -$12.8K – 1334
2023
Q4 		$12.8K Sell
514
-40
-7% -$781 ﹤0.01% 817
2023
Q3 		$9.48K Buy
554
+328
+145% +$5.46K ﹤0.01% 875
2023
Q2 		$3.75K Hold
226
– – ﹤0.01% 1069
2023
Q1 		$3.97K Buy
226
+10
+5% +$151 ﹤0.01% 1073
2022
Q4 		$2.75K Sell
216
-342
-61% -$4.23K ﹤0.01% 1182
2022
Q3 		$7K Buy
+558
New +$9.79K ﹤0.01% 909

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

Glassman Wealth Services's PATH Position: Q1 2024 in Review

Glassman Wealth Services sold out of UiPath (PATH) in Q1 2024, closing a stake of 514 shares — an estimated $12.8K sold.

Glassman Wealth Services first reported a position in PATH in Q3 2022 and held it in 6 quarters. The position peaked at $12.8K in Q4 2023. 515 funds tracked by Wall St. Rank hold PATH as of Q1 2024.

  • Glassman Wealth Services reported no remaining UiPath position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 514 UiPath shares in Q1 2024, an estimated $12.8K.
  • Glassman Wealth Services first reported a position in UiPath in Q3 2022 and held it in 6 quarters.
  • Glassman Wealth Services's UiPath position peaked at $12.8K in Q4 2023.
  • 515 funds tracked by Wall St. Rank held UiPath as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.