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Steward Financial Group’s UiPath PATH Stock Holding History

Steward Financial Group’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
2023
Q3 		$0 Buy
+39
New +$649 ﹤0.01% 1494
2023
Q1 		– Sell
-95
Closed -$1K – 861
2022
Q4 		$1K Buy
+95
New +$1.17K ﹤0.01% 454
2022
Q3 		– Sell
-95
Closed -$1K – 959
2022
Q2 		$1K Buy
95
+75
+375% +$1.4K ﹤0.01% 824
2022
Q1 		$0 Buy
+20
New +$674 ﹤0.01% 340

Other funds holding PATH

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Steward Financial Group's PATH Position: Q3 2023 in Review

Steward Financial Group opened a new position in UiPath (PATH) in Q3 2023: 39 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1494 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PATH as recently as Q4 2022.

Steward Financial Group first reported a position in PATH in Q1 2022 and has held it in 4 quarters since. The position peaked at $1K in Q4 2022. 417 funds tracked by Wall St. Rank hold PATH as of Q3 2023.

  • Steward Financial Group held 39 shares of UiPath worth $0 as of Q3 2023.
  • UiPath was a new Steward Financial Group position in Q3 2023.
  • UiPath made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1494 holding.
  • Steward Financial Group first reported a position in UiPath in Q1 2022 and has held it in 4 quarters since.
  • Steward Financial Group's UiPath position peaked at $1K in Q4 2022.
  • 417 funds tracked by Wall St. Rank held UiPath as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.