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Simplicity Solutions’s UiPath PATH Stock Holding History

Simplicity Solutions’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
2023
Q4 		$315K Buy
12,691
+598
+5% +$11.7K 0.01% 827
2023
Q3 		$207K Sell
12,093
-2,440
-17% -$40.6K 0.01% 898
2023
Q2 		$241K Buy
14,533
+1,521
+12% +$24.4K 0.01% 907
2023
Q1 		$228K Buy
+13,012
New +$197K 0.01% 955

Other funds holding PATH

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
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
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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Simplicity Solutions's PATH Position: Q4 2023 in Review

Simplicity Solutions increased its UiPath (PATH) stake by 4.9% in Q4 2023, buying an estimated $11.7K and bringing the position to 12,691 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #827.

Simplicity Solutions first reported a position in PATH in Q1 2023 and has held it in 4 quarters since. 499 funds tracked by Wall St. Rank hold PATH as of Q4 2023.

  • Simplicity Solutions held 12,691 shares of UiPath worth $315K as of Q4 2023.
  • Simplicity Solutions bought 598 UiPath shares in Q4 2023, an estimated $11.7K.
  • UiPath made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #827 holding.
  • Simplicity Solutions first reported a position in UiPath in Q1 2023 and has held it in 4 quarters since.
  • 499 funds tracked by Wall St. Rank held UiPath as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.