NFG
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Next Financial Group’s UiPath PATH Stock Holding History

Next Financial 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
2021
Q4 		$154K Buy
3,576
+3,265
+1,050% +$161K 0.01% 1001
2021
Q3 		$16K Buy
311
+290
+1,381% +$17.6K ﹤0.01% 1879
2021
Q2 		$1K Buy
+21
New +$1.54K ﹤0.01% 2547

Other funds holding PATH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Next Financial Group's PATH Position: Q4 2021 in Review

Next Financial Group increased its UiPath (PATH) stake by 1,050% in Q4 2021, buying an estimated $161K and bringing the position to 3,576 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #1001.

Next Financial Group first reported a position in PATH in Q2 2021 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold PATH as of Q4 2021.

  • Next Financial Group held 3,576 shares of UiPath worth $154K as of Q4 2021.
  • Next Financial Group bought 3,265 UiPath shares in Q4 2021, an estimated $161K.
  • UiPath made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1001 holding.
  • Next Financial Group first reported a position in UiPath in Q2 2021 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held UiPath as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.