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Retirement Planning Company of New England’s UiPath PATH Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-77
Closed -$3K – 681
2021
Q4 		$3K Buy
+77
New +$3.8K ﹤0.01% 825

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NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Planning Company of New England's PATH Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of UiPath (PATH) in Q1 2022, closing a stake of 77 shares — an estimated $3K sold.

Retirement Planning Company of New England first reported a position in PATH in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 286 funds tracked by Wall St. Rank hold PATH as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining UiPath position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 77 UiPath shares in Q1 2022, an estimated $3K.
  • Retirement Planning Company of New England first reported a position in UiPath in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's UiPath position peaked at $3K in Q4 2021.
  • 286 funds tracked by Wall St. Rank held UiPath as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.