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Nalls Sherbakoff Group’s UiPath PATH Stock Holding History

Nalls Sherbakoff Group’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
Q4 		$2.48K Hold
100
– – ﹤0.01% 344
2023
Q3 		$1.71K Hold
100
– – ﹤0.01% 362
2023
Q2 		$1.79K Hold
100
– – ﹤0.01% 370
2023
Q1 		$1.67K Buy
+100
New +$1.51K ﹤0.01% 392

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
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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Nalls Sherbakoff Group's PATH Position: Q4 2023 in Review

Nalls Sherbakoff Group held its UiPath (PATH) position steady in Q4 2023 at 100 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Nalls Sherbakoff Group first reported a position in PATH in Q1 2023 and has held it in 4 quarters since. 499 funds tracked by Wall St. Rank hold PATH as of Q4 2023.

  • Nalls Sherbakoff Group held 100 shares of UiPath worth $2.48K as of Q4 2023.
  • Nalls Sherbakoff Group left its UiPath share count unchanged in Q4 2023.
  • UiPath made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #344 holding.
  • Nalls Sherbakoff Group first reported a position in UiPath in Q1 2023 and has held it in 4 quarters since.
  • 499 funds tracked by Wall St. Rank held UiPath as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.