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Phoenix Wealth Advisors’s UiPath PATH Stock Holding History

Phoenix 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
Q1 		– Sell
-14,952
Closed -$356K – 119
2023
Q4 		$356K Sell
14,952
-335
-2% -$6.54K 0.25% 79
2023
Q3 		$262K Sell
15,287
-109
-0.7% -$1.81K 0.15% 98
2023
Q2 		$255K Sell
15,396
-796
-5% -$12.8K 0.15% 95
2023
Q1 		$284K Sell
16,192
-279
-2% -$4.22K 0.18% 81
2022
Q4 		$209K Sell
16,471
-2,418
-13% -$29.9K 0.13% 106
2022
Q3 		$238K Buy
+18,889
New +$331K 0.24% 95
2021
Q4 		– Sell
-13,553
Closed -$713K – 292
2021
Q3 		$713K Buy
+13,553
New +$820K 0.53% 49

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Phoenix Wealth Advisors's PATH Position: Q1 2024 in Review

Phoenix Wealth Advisors sold out of UiPath (PATH) in Q1 2024, closing a stake of 14,952 shares — an estimated $356K sold.

Phoenix Wealth Advisors first reported a position in PATH in Q3 2021 and held it in 7 quarters. The position peaked at $713K in Q3 2021. 515 funds tracked by Wall St. Rank hold PATH as of Q1 2024.

  • Phoenix Wealth Advisors reported no remaining UiPath position as of Q1 2024 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 14,952 UiPath shares in Q1 2024, an estimated $356K.
  • Phoenix Wealth Advisors first reported a position in UiPath in Q3 2021 and held it in 7 quarters.
  • Phoenix Wealth Advisors's UiPath position peaked at $713K in Q3 2021.
  • 515 funds tracked by Wall St. Rank held UiPath as of Q1 2024.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.