RA
PATH icon

Rise Advisors’s UiPath PATH Stock Holding History

Rise 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 		– Sell
-55
Closed -$697 – 1252
2024
Q2 		$697 Hold
55
– – ﹤0.01% 1177
2024
Q1 		$1.25K Hold
55
– – ﹤0.01% 1168
2023
Q4 		$1.37K Hold
55
– – ﹤0.01% 498
2023
Q3 		$941 Hold
55
– – ﹤0.01% 542
2023
Q2 		$911 Hold
55
– – ﹤0.01% 585
2023
Q1 		$966 Hold
55
– – ﹤0.01% 664
2022
Q4 		$699 Hold
55
– – ﹤0.01% 688
2022
Q3 		$1K Hold
55
– – ﹤0.01% 657
2022
Q2 		$1K Hold
55
– – ﹤0.01% 659
2022
Q1 		$1K Hold
55
– – ﹤0.01% 626
2021
Q4 		$2.37K Buy
+55
New +$2.71K ﹤0.01% 509

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