MA
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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 $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Mutual Advisors's PATH Position: Q2 2024 in Review

Mutual Advisors sold out of UiPath (PATH) in Q2 2024, closing a stake of 13,526 shares — an estimated $307K sold.

Mutual Advisors first reported a position in PATH in Q3 2021 and held it in 11 quarters. The position peaked at $1.27M in Q4 2021. 479 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

  • Mutual Advisors reported no remaining UiPath position as of Q2 2024 after selling out during the quarter.
  • Mutual Advisors sold 13,526 UiPath shares in Q2 2024, an estimated $307K.
  • Mutual Advisors first reported a position in UiPath in Q3 2021 and held it in 11 quarters.
  • Mutual Advisors's UiPath position peaked at $1.27M in Q4 2021.
  • 479 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.