PFS Partners’s UiPath PATH Stock Holding History

PFS Partners’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 Q4	–	Sell	-100	Closed	-$1.71K	–	489
2023 Q3	$1.71K	Hold	100	–	–	﹤0.01%	415
2023 Q2	$1.66K	Hold	100	–	–	﹤0.01%	431
2023 Q1	$1.76K	Hold	100	–	–	﹤0.01%	336
2022 Q4	$1.27K	Hold	100	–	–	﹤0.01%	340
2022 Q3	$1.26K	Hold	100	–	–	﹤0.01%	332
2022 Q2	$1.82K	Hold	100	–	–	﹤0.01%	309
2022 Q1	$2.16K	Hold	100	–	–	﹤0.01%	308
2021 Q4	$4.31K	Buy	+100	New	+$4.93K	﹤0.01%	269

Other funds holding PATH

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

PFS Partners's PATH Position: Q4 2023 in Review

PFS Partners sold out of UiPath (PATH) in Q4 2023, closing a stake of 100 shares — an estimated $1.71K sold.

PFS Partners first reported a position in PATH in Q4 2021 and held it in 8 quarters. The position peaked at $4.31K in Q4 2021. 499 funds tracked by Wall St. Rank hold PATH as of Q4 2023.

PFS Partners reported no remaining UiPath position as of Q4 2023 after selling out during the quarter.
PFS Partners sold 100 UiPath shares in Q4 2023, an estimated $1.71K.
PFS Partners first reported a position in UiPath in Q4 2021 and held it in 8 quarters.
PFS Partners's UiPath position peaked at $4.31K in Q4 2021.
499 funds tracked by Wall St. Rank held UiPath as of Q4 2023.

Based on PFS Partners's 13F filing for Q4 2023, filed 29 Jan 2024.