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Planning Capital Management Corporation’s UiPath PATH Stock Holding History

Planning Capital Management Corporation’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
Q3 		$512 Buy
+40
New +$490 ﹤0.01% 667

Other funds holding PATH

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planning Capital Management Corporation's PATH Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in UiPath (PATH) in Q3 2024: 40 shares worth $512. The stake represents ﹤0.01% of the portfolio and ranks #667 among its holdings.

420 funds tracked by Wall St. Rank hold PATH as of Q3 2024.

  • Planning Capital Management Corporation held 40 shares of UiPath worth $512 as of Q3 2024.
  • UiPath was a new Planning Capital Management Corporation position in Q3 2024.
  • UiPath made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #667 holding.
  • 420 funds tracked by Wall St. Rank held UiPath as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.