Kovack Advisors’s UiPath PATH Stock Holding History

Kovack Advisors’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	-9,699	Closed	-$220K	–	595
2024 Q1	$220K	Buy	+9,699	New	+$227K	0.03%	420

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

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

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Kovack Advisors's PATH Position: Q2 2024 in Review

Kovack Advisors sold out of UiPath (PATH) in Q2 2024, closing a stake of 9,699 shares — an estimated $220K sold.

Kovack Advisors first reported a position in PATH in Q1 2024 and held it in 1 quarter. The position peaked at $220K in Q1 2024. 478 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

Kovack Advisors reported no remaining UiPath position as of Q2 2024 after selling out during the quarter.
Kovack Advisors sold 9,699 UiPath shares in Q2 2024, an estimated $220K.
Kovack Advisors first reported a position in UiPath in Q1 2024 and held it in 1 quarter.
Kovack Advisors's UiPath position peaked at $220K in Q1 2024.
478 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on Kovack Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.