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Sterling Investment Advisors (Pennsylvania)’s UiPath PATH Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q3 		– Sell
-377
Closed -$7K – 379
2022
Q2 		$7K Hold
377
– – ﹤0.01% 433
2022
Q1 		$8K Sell
377
-323
-46% -$10.9K ﹤0.01% 462
2021
Q4 		$30K Buy
+700
New +$34.5K 0.01% 319

Other funds holding PATH

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PATH Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of UiPath (PATH) in Q3 2022, closing a stake of 377 shares — an estimated $7K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PATH in Q4 2021 and held it in 3 quarters. The position peaked at $30K in Q4 2021. 302 funds tracked by Wall St. Rank hold PATH as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining UiPath position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 377 UiPath shares in Q3 2022, an estimated $7K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in UiPath in Q4 2021 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s UiPath position peaked at $30K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held UiPath as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.