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Kula Investments’s UiPath PATH Stock Holding History

Kula Investments’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
2023
Q1 		$401K Sell
22,857
-12,284
-35% -$186K 0.1% 364
2022
Q4 		$447K Buy
+35,141
New +$434K 0.13% 252

Other funds holding PATH

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 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 $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kula Investments's PATH Position: Q1 2023 in Review

Kula Investments reduced its UiPath (PATH) stake by 35% in Q1 2023, selling an estimated $186K and leaving 22,857 shares worth $401K. The position accounts for 0.1% of the portfolio, ranked #364.

Kula Investments first reported a position in PATH in Q4 2022 and has held it in 2 quarters since. The position peaked at $447K in Q4 2022. 357 funds tracked by Wall St. Rank hold PATH as of Q1 2023.

  • Kula Investments held 22,857 shares of UiPath worth $401K as of Q1 2023.
  • Kula Investments sold 12,284 UiPath shares in Q1 2023, an estimated $186K.
  • UiPath made up 0.1% of Kula Investments's portfolio in Q1 2023, its #364 holding.
  • Kula Investments first reported a position in UiPath in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's UiPath position peaked at $447K in Q4 2022.
  • 357 funds tracked by Wall St. Rank held UiPath as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.