NWWA
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New Wave Wealth Advisors’s UiPath PATH Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-60
Closed -$763 – 517
2024
Q4 		$763 Buy
+60
New +$793 ﹤0.01% 646

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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 $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Wave Wealth Advisors's PATH Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of UiPath (PATH) in Q1 2025, closing a stake of 60 shares — an estimated $763 sold.

New Wave Wealth Advisors first reported a position in PATH in Q4 2024 and held it in 1 quarter. The position peaked at $763 in Q4 2024. 446 funds tracked by Wall St. Rank hold PATH as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining UiPath position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 60 UiPath shares in Q1 2025, an estimated $763.
  • New Wave Wealth Advisors first reported a position in UiPath in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's UiPath position peaked at $763 in Q4 2024.
  • 446 funds tracked by Wall St. Rank held UiPath as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.