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Resurgent Financial Advisors’s UiPath PATH Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-1,006
Closed -$25K – 397
2023
Q4 		$25K Sell
1,006
-330
-25% -$6.44K 0.02% 452
2023
Q3 		$22.9K Buy
+1,336
New +$22.2K 0.02% 458

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Resurgent Financial Advisors's PATH Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of UiPath (PATH) in Q1 2024, closing a stake of 1,006 shares — an estimated $25K sold.

Resurgent Financial Advisors first reported a position in PATH in Q3 2023 and held it in 2 quarters. The position peaked at $25K in Q4 2023. 515 funds tracked by Wall St. Rank hold PATH as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining UiPath position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,006 UiPath shares in Q1 2024, an estimated $25K.
  • Resurgent Financial Advisors first reported a position in UiPath in Q3 2023 and held it in 2 quarters.
  • Resurgent Financial Advisors's UiPath position peaked at $25K in Q4 2023.
  • 515 funds tracked by Wall St. Rank held UiPath as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.