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IHT Wealth Management’s UiPath PATH Stock Holding History

IHT 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 		– Sell
-9,190
Closed -$208K – 1061
2024
Q1 		$208K Buy
9,190
+35
+0.4% +$819 0.01% 932
2023
Q4 		$227K Buy
+9,155
New +$179K 0.01% 871
2022
Q1 		– Sell
-5,635
Closed -$243K – 827
2021
Q4 		$243K Buy
5,635
+1,507
+37% +$74.3K 0.02% 688
2021
Q3 		$217K Buy
+4,128
New +$250K 0.02% 711

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

IHT Wealth Management's PATH Position: Q2 2024 in Review

IHT Wealth Management sold out of UiPath (PATH) in Q2 2024, closing a stake of 9,190 shares — an estimated $208K sold.

IHT Wealth Management first reported a position in PATH in Q3 2021 and held it in 4 quarters. The position peaked at $243K in Q4 2021. 478 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

  • IHT Wealth Management reported no remaining UiPath position as of Q2 2024 after selling out during the quarter.
  • IHT Wealth Management sold 9,190 UiPath shares in Q2 2024, an estimated $208K.
  • IHT Wealth Management first reported a position in UiPath in Q3 2021 and held it in 4 quarters.
  • IHT Wealth Management's UiPath position peaked at $243K in Q4 2021.
  • 478 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on IHT Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.