LWM
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Liberty Wealth Management’s UiPath PATH Stock Holding History

Liberty 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
2021
Q4 		– Sell
-385
Closed -$21K – 818
2021
Q3 		$21K Buy
385
+277
+256% +$16.8K 0.01% 637
2021
Q2 		$7K Buy
+108
New +$7.92K ﹤0.01% 730

Other funds holding PATH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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 $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Liberty Wealth Management's PATH Position: Q4 2021 in Review

Liberty Wealth Management sold out of UiPath (PATH) in Q4 2021, closing a stake of 385 shares — an estimated $21K sold.

Liberty Wealth Management first reported a position in PATH in Q2 2021 and held it in 2 quarters. The position peaked at $21K in Q3 2021. 328 funds tracked by Wall St. Rank hold PATH as of Q4 2021.

  • Liberty Wealth Management reported no remaining UiPath position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 385 UiPath shares in Q4 2021, an estimated $21K.
  • Liberty Wealth Management first reported a position in UiPath in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's UiPath position peaked at $21K in Q3 2021.
  • 328 funds tracked by Wall St. Rank held UiPath as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.