JFG Wealth Management’s UiPath PATH Stock Holding History

JFG 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 Q1	–	Sell	-15,000	Closed	-$373K	–	72
2023 Q4	$373K	Buy	+15,000	New	+$293K	0.11%	49

Other funds holding PATH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

JFG Wealth Management's PATH Position: Q1 2024 in Review

JFG Wealth Management sold out of UiPath (PATH) in Q1 2024, closing a stake of 15,000 shares — an estimated $373K sold.

JFG Wealth Management first reported a position in PATH in Q4 2023 and held it in 1 quarter. The position peaked at $373K in Q4 2023. 515 funds tracked by Wall St. Rank hold PATH as of Q1 2024.

JFG Wealth Management reported no remaining UiPath position as of Q1 2024 after selling out during the quarter.
JFG Wealth Management sold 15,000 UiPath shares in Q1 2024, an estimated $373K.
JFG Wealth Management first reported a position in UiPath in Q4 2023 and held it in 1 quarter.
JFG Wealth Management's UiPath position peaked at $373K in Q4 2023.
515 funds tracked by Wall St. Rank held UiPath as of Q1 2024.

Based on JFG Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.