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RFP Financial Group’s UiPath PATH Stock Holding History

RFP Financial 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
Q3 		– Sell
-875
Closed -$11.1K – 588
2024
Q2 		$11.1K Hold
875
– – ﹤0.01% 432
2024
Q1 		$19.8K Buy
+875
New +$20.5K 0.01% 313

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $154B AUM 29.96% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
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
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RFP Financial Group's PATH Position: Q3 2024 in Review

RFP Financial Group sold out of UiPath (PATH) in Q3 2024, closing a stake of 875 shares — an estimated $11.1K sold.

RFP Financial Group first reported a position in PATH in Q1 2024 and held it in 2 quarters. The position peaked at $19.8K in Q1 2024. 420 funds tracked by Wall St. Rank hold PATH as of Q3 2024.

  • RFP Financial Group reported no remaining UiPath position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 875 UiPath shares in Q3 2024, an estimated $11.1K.
  • RFP Financial Group first reported a position in UiPath in Q1 2024 and held it in 2 quarters.
  • RFP Financial Group's UiPath position peaked at $19.8K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held UiPath as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.