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New England Capital Financial Advisors’s UiPath PATH Stock Holding History

New England Capital Financial 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
2023
Q2 		– Sell
-100
Closed -$1.76K – 422
2023
Q1 		$1.76K Hold
100
– – ﹤0.01% 347
2022
Q4 		$1.42K Buy
+100
New +$1.24K ﹤0.01% 361

Other funds holding PATH

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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 $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return

New England Capital Financial Advisors's PATH Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of UiPath (PATH) in Q2 2023, closing a stake of 100 shares — an estimated $1.76K sold.

New England Capital Financial Advisors first reported a position in PATH in Q4 2022 and held it in 2 quarters. The position peaked at $1.76K in Q1 2023. 411 funds tracked by Wall St. Rank hold PATH as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining UiPath position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 100 UiPath shares in Q2 2023, an estimated $1.76K.
  • New England Capital Financial Advisors first reported a position in UiPath in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's UiPath position peaked at $1.76K in Q1 2023.
  • 411 funds tracked by Wall St. Rank held UiPath as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.