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Stephens Inc’s UiPath PATH Stock Holding History

Stephens Inc’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
-2,579
Closed -$58.5K – 1328
2024
Q1 		$58.5K Sell
2,579
-98,352
-97% -$2.3M ﹤0.01% 1276
2023
Q4 		$2.51M Buy
100,931
+99,760
+8,519% +$1.95M 0.04% 346
2023
Q3 		$20K Buy
1,171
+840
+254% +$14K ﹤0.01% 1196
2023
Q2 		$5.49K Sell
331
-40
-11% -$641 ﹤0.01% 1223
2023
Q1 		$6.51K Buy
371
+126
+51% +$1.9K ﹤0.01% 1185
2022
Q4 		$3.11K Sell
245
-92
-27% -$1.14K ﹤0.01% 1166
2022
Q3 		$4K Sell
337
-4,147
-92% -$72.7K ﹤0.01% 1198
2022
Q2 		$82K Buy
4,484
+618
+16% +$11.6K ﹤0.01% 1138
2022
Q1 		$83K Buy
+3,866
New +$130K ﹤0.01% 1235

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 $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Stephens Inc's PATH Position: Q2 2024 in Review

Stephens Inc sold out of UiPath (PATH) in Q2 2024, closing a stake of 2,579 shares — an estimated $58.5K sold.

Stephens Inc first reported a position in PATH in Q1 2022 and held it in 9 quarters. The position peaked at $2.51M in Q4 2023. 478 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

  • Stephens Inc reported no remaining UiPath position as of Q2 2024 after selling out during the quarter.
  • Stephens Inc sold 2,579 UiPath shares in Q2 2024, an estimated $58.5K.
  • Stephens Inc first reported a position in UiPath in Q1 2022 and held it in 9 quarters.
  • Stephens Inc's UiPath position peaked at $2.51M in Q4 2023.
  • 478 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on Stephens Inc's 13F filing for Q2 2024, filed 6 Aug 2024.