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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 $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rise Advisors's PATH Position: Q3 2024 in Review

Rise Advisors sold out of UiPath (PATH) in Q3 2024, closing a stake of 55 shares — an estimated $697 sold.

Rise Advisors first reported a position in PATH in Q4 2021 and held it in 11 quarters. The position peaked at $2.37K in Q4 2021. 421 funds tracked by Wall St. Rank hold PATH as of Q3 2024.

  • Rise Advisors reported no remaining UiPath position as of Q3 2024 after selling out during the quarter.
  • Rise Advisors sold 55 UiPath shares in Q3 2024, an estimated $697.
  • Rise Advisors first reported a position in UiPath in Q4 2021 and held it in 11 quarters.
  • Rise Advisors's UiPath position peaked at $2.37K in Q4 2021.
  • 421 funds tracked by Wall St. Rank held UiPath as of Q3 2024.

Based on Rise Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.