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Sowell Financial Services’s UiPath PATH Stock Holding History

Sowell Financial Services’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
-12,755
Closed -$289K – 555
2024
Q1 		$289K Sell
12,755
-21,148
-62% -$495K 0.01% 513
2023
Q4 		$842K Buy
33,903
+18,213
+116% +$355K 0.05% 356
2023
Q3 		$268K Sell
15,690
-9,102
-37% -$152K 0.02% 473
2023
Q2 		$411K Buy
+24,792
New +$398K 0.02% 482
2022
Q1 		– Sell
-34,748
Closed -$1.5M – 404
2021
Q4 		$1.5M Buy
+34,748
New +$1.71M 0.09% 254

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

Sowell Financial Services's PATH Position: Q2 2024 in Review

Sowell Financial Services sold out of UiPath (PATH) in Q2 2024, closing a stake of 12,755 shares — an estimated $289K sold.

Sowell Financial Services first reported a position in PATH in Q4 2021 and held it in 5 quarters. The position peaked at $1.5M in Q4 2021. 478 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

  • Sowell Financial Services reported no remaining UiPath position as of Q2 2024 after selling out during the quarter.
  • Sowell Financial Services sold 12,755 UiPath shares in Q2 2024, an estimated $289K.
  • Sowell Financial Services first reported a position in UiPath in Q4 2021 and held it in 5 quarters.
  • Sowell Financial Services's UiPath position peaked at $1.5M in Q4 2021.
  • 478 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on Sowell Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.