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Institutional & Family Asset Management’s UiPath PATH Stock Holding History

Institutional & Family Asset 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
2022
Q3 		– Sell
-297
Closed -$5K – 758
2022
Q2 		$5K Hold
297
– – ﹤0.01% 493
2022
Q1 		$6K Buy
297
+57
+24% +$1.92K ﹤0.01% 527
2021
Q4 		$10K Buy
240
+145
+153% +$7.15K ﹤0.01% 446
2021
Q3 		$5K Hold
95
– – ﹤0.01% 669
2021
Q2 		$6K Buy
+95
New +$6.97K ﹤0.01% 685

Other funds holding PATH

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Institutional & Family Asset Management's PATH Position: Q3 2022 in Review

Institutional & Family Asset Management sold out of UiPath (PATH) in Q3 2022, closing a stake of 297 shares — an estimated $5K sold.

Institutional & Family Asset Management first reported a position in PATH in Q2 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 302 funds tracked by Wall St. Rank hold PATH as of Q3 2022.

  • Institutional & Family Asset Management reported no remaining UiPath position as of Q3 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 297 UiPath shares in Q3 2022, an estimated $5K.
  • Institutional & Family Asset Management first reported a position in UiPath in Q2 2021 and held it in 5 quarters.
  • Institutional & Family Asset Management's UiPath position peaked at $10K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held UiPath as of Q3 2022.

Based on Institutional & Family Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.