Simplicity Wealth’s UiPath PATH Stock Holding History

Simplicity Wealth’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	-12,227	Closed	-$277K	–	1290
2024 Q1	$277K	Buy	+12,227	New	+$286K	0.01%	947

Other funds holding PATH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Simplicity Wealth's PATH Position: Q2 2024 in Review

Simplicity Wealth sold out of UiPath (PATH) in Q2 2024, closing a stake of 12,227 shares — an estimated $277K sold.

Simplicity Wealth first reported a position in PATH in Q1 2024 and held it in 1 quarter. The position peaked at $277K in Q1 2024. 478 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

Simplicity Wealth reported no remaining UiPath position as of Q2 2024 after selling out during the quarter.
Simplicity Wealth sold 12,227 UiPath shares in Q2 2024, an estimated $277K.
Simplicity Wealth first reported a position in UiPath in Q1 2024 and held it in 1 quarter.
Simplicity Wealth's UiPath position peaked at $277K in Q1 2024.
478 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.