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Optimum Investment Advisors’s UiPath PATH Stock Holding History

Optimum Investment 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
-300
Closed -$5.27K – 745
2023
Q1 		$5.27K Buy
+300
New +$4.53K ﹤0.01% 620
2022
Q4 		– Sell
-100
Closed -$1K – 814
2022
Q3 		$1K Hold
100
– – ﹤0.01% 779
2022
Q2 		$2K Hold
100
– – ﹤0.01% 762
2022
Q1 		$2K Buy
+100
New +$3.37K ﹤0.01% 792

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

Optimum Investment Advisors's PATH Position: Q2 2023 in Review

Optimum Investment Advisors sold out of UiPath (PATH) in Q2 2023, closing a stake of 300 shares — an estimated $5.27K sold.

Optimum Investment Advisors first reported a position in PATH in Q1 2022 and held it in 4 quarters. The position peaked at $5.27K in Q1 2023. 411 funds tracked by Wall St. Rank hold PATH as of Q2 2023.

  • Optimum Investment Advisors reported no remaining UiPath position as of Q2 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 300 UiPath shares in Q2 2023, an estimated $5.27K.
  • Optimum Investment Advisors first reported a position in UiPath in Q1 2022 and held it in 4 quarters.
  • Optimum Investment Advisors's UiPath position peaked at $5.27K in Q1 2023.
  • 411 funds tracked by Wall St. Rank held UiPath as of Q2 2023.

Based on Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.