LNWWM
PATH icon

Laird Norton Wetherby Wealth Management’s UiPath PATH Stock Holding History

Laird Norton Wetherby 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 		– Sell
-11,594
Closed -$263K – 961
2024
Q1 		$263K Sell
11,594
-69
-0.6% -$1.61K 0.01% 782
2023
Q4 		$290K Sell
11,663
-376
-3% -$7.34K 0.02% 736
2023
Q3 		$206K Sell
12,039
-241
-2% -$4.01K 0.01% 812
2023
Q2 		$203K Sell
12,280
-5,625
-31% -$90.2K 0.01% 847
2023
Q1 		$314K Buy
17,905
+3,648
+26% +$55.1K 0.02% 685
2022
Q4 		$181K Buy
+14,257
New +$176K 0.01% 814

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