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Riverview Trust Company’s UiPath PATH Stock Holding History

Riverview Trust Company’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
Q4 		– Sell
-40
Closed -$512 – 889
2024
Q3 		$512 Sell
40
-1,029
-96% -$12.6K ﹤0.01% 786
2024
Q2 		$13.6K Hold
1,069
– – 0.01% 571
2024
Q1 		$24.2K Buy
+1,069
New +$25K 0.02% 405
2023
Q4 		– Sell
-1,069
Closed -$18.3K – 482
2023
Q3 		$18.3K Hold
1,069
– – 0.02% 423
2023
Q2 		$17.7K Hold
1,069
– – 0.02% 418
2023
Q1 		$18.8K Hold
1,069
– – 0.02% 366
2022
Q4 		$14K Sell
1,069
-627
-37% -$7.75K 0.01% 512
2022
Q3 		$21K Buy
+1,696
New +$29.7K 0.02% 358

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
SM
Senvest Management New York $3.01B AUM 35.7% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return

Riverview Trust Company's PATH Position: Q4 2024 in Review

Riverview Trust Company sold out of UiPath (PATH) in Q4 2024, closing a stake of 40 shares — an estimated $512 sold.

Riverview Trust Company first reported a position in PATH in Q3 2022 and held it in 8 quarters. The position peaked at $24.2K in Q1 2024. 459 funds tracked by Wall St. Rank hold PATH as of Q4 2024.

  • Riverview Trust Company reported no remaining UiPath position as of Q4 2024 after selling out during the quarter.
  • Riverview Trust Company sold 40 UiPath shares in Q4 2024, an estimated $512.
  • Riverview Trust Company first reported a position in UiPath in Q3 2022 and held it in 8 quarters.
  • Riverview Trust Company's UiPath position peaked at $24.2K in Q1 2024.
  • 459 funds tracked by Wall St. Rank held UiPath as of Q4 2024.

Based on Riverview Trust Company's 13F filing for Q4 2024, filed 6 Feb 2025.