Householder Group Estate & Retirement Specialist’s UiPath PATH Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$5K	Hold	421	–	–	﹤0.01%	429
2024 Q3	$5K	Sell	421 -903	-68%	-$11.1K	﹤0.01%	936
2024 Q2	$16K	Sell	1,324 -973	-42%	-$16.8K	﹤0.01%	725
2024 Q1	$52.1K	Sell	2,297 -162	-7%	-$3.79K	0.02%	464
2023 Q4	$61K	Buy	2,459 +40	+2%	+$781	0.02%	425
2023 Q3	$41.4K	Buy	+2,419	New	+$40.3K	0.01%	485
2023 Q1	$40K	Buy	2,269 +70	+3%	+$1.06K	0.02%	484
2022 Q4	$27K	Buy	2,199 +166	+8%	+$2.05K	0.04%	154
2022 Q3	$25K	Buy	+2,033	New	+$35.7K	0.01%	534

Other funds holding PATH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TAM

TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PATH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its UiPath (PATH) position steady in Q4 2024 at 421 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Householder Group Estate & Retirement Specialist first reported a position in PATH in Q3 2022 and has held it in 9 quarters since. The position peaked at $61K in Q4 2023. 460 funds tracked by Wall St. Rank hold PATH as of Q4 2024.

Householder Group Estate & Retirement Specialist held 421 shares of UiPath worth $5K as of Q4 2024.
Householder Group Estate & Retirement Specialist left its UiPath share count unchanged in Q4 2024.
UiPath made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #429 holding.
Householder Group Estate & Retirement Specialist first reported a position in UiPath in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's UiPath position peaked at $61K in Q4 2023.
460 funds tracked by Wall St. Rank held UiPath as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.