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Money Concepts Capital’s UiPath PATH Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-1,450
Closed -$18.4K – 2142
2022
Q4 		$18.4K Buy
+1,450
New +$17.9K ﹤0.01% 1713
2022
Q2 		– Sell
-182
Closed -$4K – 2257
2022
Q1 		$4K Buy
+182
New +$6.13K ﹤0.01% 2292

Other funds holding PATH

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Money Concepts Capital's PATH Position: Q1 2023 in Review

Money Concepts Capital sold out of UiPath (PATH) in Q1 2023, closing a stake of 1,450 shares — an estimated $18.4K sold.

Money Concepts Capital first reported a position in PATH in Q1 2022 and held it in 2 quarters. The position peaked at $18.4K in Q4 2022. 357 funds tracked by Wall St. Rank hold PATH as of Q1 2023.

  • Money Concepts Capital reported no remaining UiPath position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,450 UiPath shares in Q1 2023, an estimated $18.4K.
  • Money Concepts Capital first reported a position in UiPath in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's UiPath position peaked at $18.4K in Q4 2022.
  • 357 funds tracked by Wall St. Rank held UiPath as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.