JPLA
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Joseph P. Lucia & Associates’s UiPath PATH Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q3 		– Sell
-41
Closed -$3K – 611
2021
Q2 		$3K Buy
+41
New +$3.01K ﹤0.01% 491

Other funds holding PATH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Joseph P. Lucia & Associates's PATH Position: Q3 2021 in Review

Joseph P. Lucia & Associates sold out of UiPath (PATH) in Q3 2021, closing a stake of 41 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in PATH in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 271 funds tracked by Wall St. Rank hold PATH as of Q3 2021.

  • Joseph P. Lucia & Associates reported no remaining UiPath position as of Q3 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 41 UiPath shares in Q3 2021, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in UiPath in Q2 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's UiPath position peaked at $3K in Q2 2021.
  • 271 funds tracked by Wall St. Rank held UiPath as of Q3 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2021, filed 13 Oct 2021.