Lido Advisors’s UiPath PATH Stock Holding History

Lido Advisors’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	-9,429	Closed	-$214K	–	1464
2024 Q1	$214K	Buy	9,429 +926	+11%	+$21.7K	﹤0.01%	1237
2023 Q4	$211K	Buy	+8,503	New	+$166K	﹤0.01%	1190

Other funds holding PATH

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

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

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Lido Advisors's PATH Position: Q2 2024 in Review

Lido Advisors sold out of UiPath (PATH) in Q2 2024, closing a stake of 9,429 shares — an estimated $214K sold.

Lido Advisors first reported a position in PATH in Q4 2023 and held it in 2 quarters. The position peaked at $214K in Q1 2024. 478 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

Lido Advisors reported no remaining UiPath position as of Q2 2024 after selling out during the quarter.
Lido Advisors sold 9,429 UiPath shares in Q2 2024, an estimated $214K.
Lido Advisors first reported a position in UiPath in Q4 2023 and held it in 2 quarters.
Lido Advisors's UiPath position peaked at $214K in Q1 2024.
478 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on Lido Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.