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Old Point Trust & Financial Services N A’s UiPath PATH Stock Holding History

Old Point Trust & Financial Services N A’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
Q3 		– Sell
-250
Closed -$3.17K – 346
2024
Q2 		$3.17K Hold
250
– – ﹤0.01% 297
2024
Q1 		$5.67K Buy
+250
New +$5.85K ﹤0.01% 336

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
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
SM
Senvest Management New York $3.01B AUM 35.7% 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
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Old Point Trust & Financial Services N A's PATH Position: Q3 2024 in Review

Old Point Trust & Financial Services N A sold out of UiPath (PATH) in Q3 2024, closing a stake of 250 shares — an estimated $3.17K sold.

Old Point Trust & Financial Services N A first reported a position in PATH in Q1 2024 and held it in 2 quarters. The position peaked at $5.67K in Q1 2024. 420 funds tracked by Wall St. Rank hold PATH as of Q3 2024.

  • Old Point Trust & Financial Services N A reported no remaining UiPath position as of Q3 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 250 UiPath shares in Q3 2024, an estimated $3.17K.
  • Old Point Trust & Financial Services N A first reported a position in UiPath in Q1 2024 and held it in 2 quarters.
  • Old Point Trust & Financial Services N A's UiPath position peaked at $5.67K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held UiPath as of Q3 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q3 2024, filed 8 Nov 2024.