SSA
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Sierra Summit Advisors’s UiPath PATH Stock Holding History

Sierra Summit 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
Q2 		– Sell
-272,434
Closed -$6.18M – 154
2024
Q1 		$6.18M Buy
272,434
+35,049
+15% +$820K 1.68% 27
2023
Q4 		$5.9M Buy
+237,385
New +$4.63M 1.72% 26

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Sierra Summit Advisors's PATH Position: Q2 2024 in Review

Sierra Summit Advisors sold out of UiPath (PATH) in Q2 2024, closing a stake of 272,434 shares — an estimated $6.18M sold.

Sierra Summit Advisors first reported a position in PATH in Q4 2023 and held it in 2 quarters. The position peaked at $6.18M in Q1 2024. 478 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

  • Sierra Summit Advisors reported no remaining UiPath position as of Q2 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 272,434 UiPath shares in Q2 2024, an estimated $6.18M.
  • Sierra Summit Advisors first reported a position in UiPath in Q4 2023 and held it in 2 quarters.
  • Sierra Summit Advisors's UiPath position peaked at $6.18M in Q1 2024.
  • 478 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on Sierra Summit Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.