MA
PATH icon

Mutual Advisors’s UiPath PATH Stock Holding History

Mutual 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
-13,526
Closed -$307K – 1134
2024
Q1 		$307K Buy
13,526
+2,955
+28% +$69.2K 0.01% 859
2023
Q4 		$263K Sell
10,571
-1,024
-9% -$20K 0.01% 868
2023
Q3 		$198K Sell
11,595
-3,049
-21% -$50.8K 0.01% 926
2023
Q2 		$243K Buy
14,644
+1,258
+9% +$20.2K 0.01% 878
2023
Q1 		$235K Buy
13,386
+2,588
+24% +$39.1K 0.01% 863
2022
Q4 		$137K Sell
10,798
-20,445
-65% -$253K 0.01% 891
2022
Q3 		$394K Buy
31,243
+7,098
+29% +$124K 0.02% 637
2022
Q2 		$439K Sell
24,145
-3,128
-11% -$58.5K 0.03% 575
2022
Q1 		$589K Sell
27,273
-2,247
-8% -$75.7K 0.03% 529
2021
Q4 		$1.27M Buy
29,520
+5,355
+22% +$264K 0.07% 322
2021
Q3 		$1.27M Buy
+24,165
New +$1.46M 0.08% 305

Other funds holding PATH

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return