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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's PATH Position: Q2 2024 in Review

Laird Norton Wetherby Wealth Management sold out of UiPath (PATH) in Q2 2024, closing a stake of 11,594 shares — an estimated $263K sold.

Laird Norton Wetherby Wealth Management first reported a position in PATH in Q4 2022 and held it in 6 quarters. The position peaked at $314K in Q1 2023. 479 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

Laird Norton Wetherby Wealth Management reported no remaining UiPath position as of Q2 2024 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 11,594 UiPath shares in Q2 2024, an estimated $263K.
Laird Norton Wetherby Wealth Management first reported a position in UiPath in Q4 2022 and held it in 6 quarters.
Laird Norton Wetherby Wealth Management's UiPath position peaked at $314K in Q1 2023.
479 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.