SFP
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Sterling Financial Planning’s UiPath PATH Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-500
Closed -$26K – 296
2021
Q3 		$26K Buy
+500
New +$30.3K 0.02% 241

Other funds holding PATH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sterling Financial Planning's PATH Position: Q4 2021 in Review

Sterling Financial Planning sold out of UiPath (PATH) in Q4 2021, closing a stake of 500 shares — an estimated $26K sold.

Sterling Financial Planning first reported a position in PATH in Q3 2021 and held it in 1 quarter. The position peaked at $26K in Q3 2021. 328 funds tracked by Wall St. Rank hold PATH as of Q4 2021.

  • Sterling Financial Planning reported no remaining UiPath position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 500 UiPath shares in Q4 2021, an estimated $26K.
  • Sterling Financial Planning first reported a position in UiPath in Q3 2021 and held it in 1 quarter.
  • Sterling Financial Planning's UiPath position peaked at $26K in Q3 2021.
  • 328 funds tracked by Wall St. Rank held UiPath as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.