JWM
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Janiczek Wealth Management’s UiPath PATH Stock Holding History

Janiczek 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 		$7.11K Sell
561
-724
-56% -$12.5K ﹤0.01% 698
2024
Q1 		$29.1K Hold
1,285
– – 0.01% 500
2023
Q4 		$31.9K Hold
1,285
– – 0.01% 475
2023
Q3 		$22K Hold
1,285
– – 0.01% 512
2023
Q2 		$21.3K Hold
1,285
– – 0.01% 452
2023
Q1 		$20.8K Hold
1,285
– – 0.01% 445
2022
Q4 		$17.4K Buy
1,285
+762
+146% +$9.42K ﹤0.01% 478
2022
Q3 		$6K Buy
+523
New +$9.17K ﹤0.01% 638

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

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

Janiczek Wealth Management reduced its UiPath (PATH) stake by 56% in Q2 2024, selling an estimated $12.5K and leaving 561 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Janiczek Wealth Management first reported a position in PATH in Q3 2022 and has held it in 8 quarters since. The position peaked at $31.9K in Q4 2023. 478 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

  • Janiczek Wealth Management held 561 shares of UiPath worth $7.11K as of Q2 2024.
  • Janiczek Wealth Management sold 724 UiPath shares in Q2 2024, an estimated $12.5K.
  • UiPath made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #698 holding.
  • Janiczek Wealth Management first reported a position in UiPath in Q3 2022 and has held it in 8 quarters since.
  • Janiczek Wealth Management's UiPath position peaked at $31.9K in Q4 2023.
  • 478 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.