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High Net Worth Advisory Group’s UiPath PATH Stock Holding History

High Net Worth Advisory Group’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
-3,171
Closed -$137K – 712
2021
Q4 		$137K Buy
+3,171
New +$156K 0.05% 219

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

High Net Worth Advisory Group's PATH Position: Q1 2022 in Review

High Net Worth Advisory Group sold out of UiPath (PATH) in Q1 2022, closing a stake of 3,171 shares — an estimated $137K sold.

High Net Worth Advisory Group first reported a position in PATH in Q4 2021 and held it in 1 quarter. The position peaked at $137K in Q4 2021. 286 funds tracked by Wall St. Rank hold PATH as of Q1 2022.

  • High Net Worth Advisory Group reported no remaining UiPath position as of Q1 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 3,171 UiPath shares in Q1 2022, an estimated $137K.
  • High Net Worth Advisory Group first reported a position in UiPath in Q4 2021 and held it in 1 quarter.
  • High Net Worth Advisory Group's UiPath position peaked at $137K in Q4 2021.
  • 286 funds tracked by Wall St. Rank held UiPath as of Q1 2022.

Based on High Net Worth Advisory Group's 13F filing for Q1 2022, filed 13 May 2022.