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ICA Group Wealth Management’s UiPath PATH Stock Holding History

ICA Group Wealth Management’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 		$7.61K Sell
600
-50
-8% -$865 ﹤0.01% 524
2024
Q1 		$14.7K Buy
650
+600
+1,200% +$14K ﹤0.01% 816
2023
Q4 		$1.24K Buy
+50
New +$976 ﹤0.01% 1216
2023
Q3 		– Sell
-50
Closed -$829 – 911
2023
Q2 		$829 Hold
50
– – ﹤0.01% 1212
2023
Q1 		$878 Hold
50
– – ﹤0.01% 1155
2022
Q4 		$636 Buy
+50
New +$618 ﹤0.01% 1212

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

ICA Group Wealth Management's PATH Position: Q2 2024 in Review

ICA Group Wealth Management reduced its UiPath (PATH) stake by 7.7% in Q2 2024, selling an estimated $865 and leaving 600 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

ICA Group Wealth Management first reported a position in PATH in Q4 2022 and has held it in 6 quarters since. The position peaked at $14.7K in Q1 2024. 478 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

  • ICA Group Wealth Management held 600 shares of UiPath worth $7.61K as of Q2 2024.
  • ICA Group Wealth Management sold 50 UiPath shares in Q2 2024, an estimated $865.
  • UiPath made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #524 holding.
  • ICA Group Wealth Management first reported a position in UiPath in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's UiPath position peaked at $14.7K in Q1 2024.
  • 478 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.