Lee Financial’s UiPath PATH Stock Holding History

Lee Financial’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
2022 Q3	–	Sell	-105	Closed	-$2K	–	966
2022 Q2	$2K	Buy	+105	New	+$1.96K	﹤0.01%	716

Other funds holding PATH

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lee Financial's PATH Position: Q3 2022 in Review

Lee Financial sold out of UiPath (PATH) in Q3 2022, closing a stake of 105 shares — an estimated $2K sold.

Lee Financial first reported a position in PATH in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 302 funds tracked by Wall St. Rank hold PATH as of Q3 2022.

Lee Financial reported no remaining UiPath position as of Q3 2022 after selling out during the quarter.
Lee Financial sold 105 UiPath shares in Q3 2022, an estimated $2K.
Lee Financial first reported a position in UiPath in Q2 2022 and held it in 1 quarter.
Lee Financial's UiPath position peaked at $2K in Q2 2022.
302 funds tracked by Wall St. Rank held UiPath as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.