GoalVest Advisory’s UiPath PATH Stock Holding History

GoalVest Advisory’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
2021 Q2	$10K	Buy	+150	New	+$11K	0.01%	199

Other funds holding PATH

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

IVMX

Institutional Venture Management XVI Menlo Park, California $1.18M AUM 156.01% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

GoalVest Advisory's PATH Position: Q2 2021 in Review

GoalVest Advisory opened a new position in UiPath (PATH) in Q2 2021: 150 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #199 among its holdings.

236 funds tracked by Wall St. Rank hold PATH as of Q2 2021.

GoalVest Advisory held 150 shares of UiPath worth $10K as of Q2 2021.
UiPath was a new GoalVest Advisory position in Q2 2021.
UiPath made up 0.01% of GoalVest Advisory's portfolio in Q2 2021, its #199 holding.
236 funds tracked by Wall St. Rank held UiPath as of Q2 2021.

Based on GoalVest Advisory's 13F filing for Q2 2021, filed 1 Sep 2021.