PWA
PATH icon

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 $12.9B AUM 64.92% 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
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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return