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Raymond James & Associates’s UiPath PATH Stock Holding History

Raymond James & Associates’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 		$3.07M Buy
240,145
+9,814
+4% +$120K ﹤0.01% 1955
2024
Q2 		$2.92M Buy
230,331
+66,114
+40% +$1.14M ﹤0.01% 1934
2024
Q1 		$3.72M Sell
164,217
-192,752
-54% -$4.51M ﹤0.01% 1785
2023
Q4 		$8.87M Buy
356,969
+267,435
+299% +$5.22M 0.01% 1180
2023
Q3 		$1.53M Buy
89,534
+30,244
+51% +$504K ﹤0.01% 2180
2023
Q2 		$982K Buy
59,290
+38,019
+179% +$610K ﹤0.01% 2487
2023
Q1 		$374K Buy
21,271
+7,181
+51% +$109K ﹤0.01% 3100
2022
Q4 		$179K Sell
14,090
-15,866
-53% -$196K ﹤0.01% 3493
2022
Q3 		$378K Sell
29,956
-208,926
-87% -$3.66M ﹤0.01% 3033
2022
Q2 		$4.34M Sell
238,882
-13,299
-5% -$249K ﹤0.01% 1489
2022
Q1 		$5.45M Buy
252,181
+34,597
+16% +$1.17M ﹤0.01% 1451
2021
Q4 		$9.38M Buy
217,584
+83,760
+63% +$4.13M 0.01% 1139
2021
Q3 		$7.04M Buy
133,824
+60,343
+82% +$3.65M 0.01% 1272
2021
Q2 		$4.99M Buy
+73,481
New +$5.39M ﹤0.01% 1490

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 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 $3.41B AUM 66.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James & Associates's PATH Position: Q3 2024 in Review

Raymond James & Associates increased its UiPath (PATH) stake by 4.3% in Q3 2024, buying an estimated $120K and bringing the position to 240,145 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

Raymond James & Associates first reported a position in PATH in Q2 2021 and has held it in 14 quarters since. The position peaked at $9.38M in Q4 2021. 420 funds tracked by Wall St. Rank hold PATH as of Q3 2024.

  • Raymond James & Associates held 240,145 shares of UiPath worth $3.07M as of Q3 2024.
  • Raymond James & Associates bought 9,814 UiPath shares in Q3 2024, an estimated $120K.
  • UiPath made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1955 holding.
  • Raymond James & Associates first reported a position in UiPath in Q2 2021 and has held it in 14 quarters since.
  • Raymond James & Associates's UiPath position peaked at $9.38M in Q4 2021.
  • 420 funds tracked by Wall St. Rank held UiPath as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.