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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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 $154B AUM 29.96% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return