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Octavia Wealth Advisors’s UiPath PATH Stock Holding History

Octavia 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
2024
Q4 		– Sell
-10,321
Closed -$132K – 231
2024
Q3 		$132K Buy
+10,321
New +$126K 0.02% 219

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return

Octavia Wealth Advisors's PATH Position: Q4 2024 in Review

Octavia Wealth Advisors sold out of UiPath (PATH) in Q4 2024, closing a stake of 10,321 shares — an estimated $132K sold.

Octavia Wealth Advisors first reported a position in PATH in Q3 2024 and held it in 1 quarter. The position peaked at $132K in Q3 2024. 459 funds tracked by Wall St. Rank hold PATH as of Q4 2024.

  • Octavia Wealth Advisors reported no remaining UiPath position as of Q4 2024 after selling out during the quarter.
  • Octavia Wealth Advisors sold 10,321 UiPath shares in Q4 2024, an estimated $132K.
  • Octavia Wealth Advisors first reported a position in UiPath in Q3 2024 and held it in 1 quarter.
  • Octavia Wealth Advisors's UiPath position peaked at $132K in Q3 2024.
  • 459 funds tracked by Wall St. Rank held UiPath as of Q4 2024.

Based on Octavia Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.