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Retirement Group’s UiPath PATH Stock Holding History

Retirement Group’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 		$22.7K Hold
1,003
– – 0.01% 344
2023
Q4 		$24.9K Buy
1,003
+1,000
+33,333% +$19.5K 0.01% 309
2023
Q3 		$51 Hold
3
– – ﹤0.01% 763
2023
Q2 		$50 Hold
3
– – ﹤0.01% 794
2023
Q1 		$0 Hold
3
– – ﹤0.01% 734
2022
Q4 		$0 Hold
3
– – ﹤0.01% 701
2022
Q3 		$0 Sell
3
-4
-57% -$70 ﹤0.01% 715
2022
Q2 		$0 Buy
7
+2
+40% +$37 ﹤0.01% 797
2022
Q1 		$0 Buy
5
+3
+150% +$101 ﹤0.01% 803
2021
Q4 		$0 Buy
+2
New +$99 ﹤0.01% 740

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

Retirement Group's PATH Position: Q1 2024 in Review

Retirement Group held its UiPath (PATH) position steady in Q1 2024 at 1,003 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #344.

Retirement Group first reported a position in PATH in Q4 2021 and has held it in 10 quarters since. The position peaked at $24.9K in Q4 2023. 515 funds tracked by Wall St. Rank hold PATH as of Q1 2024.

  • Retirement Group held 1,003 shares of UiPath worth $22.7K as of Q1 2024.
  • Retirement Group left its UiPath share count unchanged in Q1 2024.
  • UiPath made up 0.01% of Retirement Group's portfolio in Q1 2024, its #344 holding.
  • Retirement Group first reported a position in UiPath in Q4 2021 and has held it in 10 quarters since.
  • Retirement Group's UiPath position peaked at $24.9K in Q4 2023.
  • 515 funds tracked by Wall St. Rank held UiPath as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.