Pin Oak Investment Advisors’s UiPath PATH Stock Holding History

Pin Oak 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 Q3	–	Sell	-892	Closed	-$15K	–	475
2023 Q2	$15K	Hold	892	–	–	0.02%	278
2023 Q1	$16K	Hold	892	–	–	0.02%	264
2022 Q4	$11K	Hold	892	–	–	0.01%	284
2022 Q3	$11K	Hold	892	–	–	0.01%	269
2022 Q2	$16K	Hold	892	–	–	0.02%	257
2022 Q1	$19K	Hold	892	–	–	0.02%	266
2021 Q4	$38K	Buy	+892	New	+$44K	0.04%	197

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

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

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

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

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

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

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

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Pin Oak Investment Advisors's PATH Position: Q3 2023 in Review

Pin Oak Investment Advisors sold out of UiPath (PATH) in Q3 2023, closing a stake of 892 shares — an estimated $15K sold.

Pin Oak Investment Advisors first reported a position in PATH in Q4 2021 and held it in 7 quarters. The position peaked at $38K in Q4 2021. 417 funds tracked by Wall St. Rank hold PATH as of Q3 2023.

Pin Oak Investment Advisors reported no remaining UiPath position as of Q3 2023 after selling out during the quarter.
Pin Oak Investment Advisors sold 892 UiPath shares in Q3 2023, an estimated $15K.
Pin Oak Investment Advisors first reported a position in UiPath in Q4 2021 and held it in 7 quarters.
Pin Oak Investment Advisors's UiPath position peaked at $38K in Q4 2021.
417 funds tracked by Wall St. Rank held UiPath as of Q3 2023.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.