RJFSA
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Raymond James Financial Services Advisors’s UiPath PATH Stock Holding History

Raymond James Financial Services 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
Q3 		$4.22M Buy
329,418
+74,884
+29% +$917K 0.01% 1316
2024
Q2 		$3.23M Buy
254,534
+56,596
+29% +$979K ﹤0.01% 1398
2024
Q1 		$4.49M Buy
197,938
+26,653
+16% +$624K 0.01% 1198
2023
Q4 		$4.25M Buy
171,285
+25,551
+18% +$499K 0.01% 1173
2023
Q3 		$2.49M Buy
145,734
+387
+0.3% +$6.44K ﹤0.01% 1387
2023
Q2 		$2.41M Buy
145,347
+77,604
+115% +$1.24M ﹤0.01% 1412
2023
Q1 		$1.19M Buy
67,743
+16,385
+32% +$248K ﹤0.01% 1800
2022
Q4 		$653K Sell
51,358
-5,017
-9% -$62K ﹤0.01% 2118
2022
Q3 		$711K Sell
56,375
-1,424
-2% -$25K ﹤0.01% 2044
2022
Q2 		$1.05M Buy
57,799
+16,806
+41% +$314K ﹤0.01% 1797
2022
Q1 		$885K Buy
40,993
+1,506
+4% +$50.7K ﹤0.01% 2038
2021
Q4 		$1.7M Buy
39,487
+16,681
+73% +$823K ﹤0.01% 1645
2021
Q3 		$1.2M Buy
22,806
+17,781
+354% +$1.08M ﹤0.01% 1831
2021
Q2 		$341K Buy
+5,025
New +$368K ﹤0.01% 2632

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 $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 $3.37T AUM 44.26% 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 $99.1B AUM 124.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors's PATH Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its UiPath (PATH) stake by 29% in Q3 2024, buying an estimated $917K and bringing the position to 329,418 shares worth $4.22M. The position accounts for 0.01% of the portfolio, ranked #1316.

Raymond James Financial Services Advisors first reported a position in PATH in Q2 2021 and has held it in 14 quarters since. The position peaked at $4.49M in Q1 2024. 420 funds tracked by Wall St. Rank hold PATH as of Q3 2024.

  • Raymond James Financial Services Advisors held 329,418 shares of UiPath worth $4.22M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 74,884 UiPath shares in Q3 2024, an estimated $917K.
  • UiPath made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1316 holding.
  • Raymond James Financial Services Advisors first reported a position in UiPath in Q2 2021 and has held it in 14 quarters since.
  • Raymond James Financial Services Advisors's UiPath position peaked at $4.49M in Q1 2024.
  • 420 funds tracked by Wall St. Rank held UiPath as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.