HWA
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Heritage Wealth Advisors’s UiPath PATH Stock Holding History

Heritage Wealth 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
Q2 		– Sell
-75
Closed -$1.7K – 531
2024
Q1 		$1.7K Hold
75
– – ﹤0.01% 499
2023
Q4 		$1.86K Buy
+75
New +$1.46K ﹤0.01% 504

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Heritage Wealth Advisors's PATH Position: Q2 2024 in Review

Heritage Wealth Advisors sold out of UiPath (PATH) in Q2 2024, closing a stake of 75 shares — an estimated $1.7K sold.

Heritage Wealth Advisors first reported a position in PATH in Q4 2023 and held it in 2 quarters. The position peaked at $1.86K in Q4 2023. 478 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

  • Heritage Wealth Advisors reported no remaining UiPath position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 75 UiPath shares in Q2 2024, an estimated $1.7K.
  • Heritage Wealth Advisors first reported a position in UiPath in Q4 2023 and held it in 2 quarters.
  • Heritage Wealth Advisors's UiPath position peaked at $1.86K in Q4 2023.
  • 478 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on Heritage Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.