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Strategic Investment Solutions’s UiPath PATH Stock Holding History

Strategic Investment Solutions’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
Q4 		$2.06K Sell
83
-25,117
-100% -$490K ﹤0.01% 962
2023
Q3 		$420K Buy
25,200
+23,402
+1,302% +$390K 0.01% 422
2023
Q2 		$32.2K Sell
1,798
-1,000
-36% -$16K 0.01% 377
2023
Q1 		$49.1K Buy
+2,798
New +$42.3K 0.01% 373

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
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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Strategic Investment Solutions's PATH Position: Q4 2023 in Review

Strategic Investment Solutions reduced its UiPath (PATH) stake by 100% in Q4 2023, selling an estimated $490K and leaving 83 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Strategic Investment Solutions first reported a position in PATH in Q1 2023 and has held it in 4 quarters since. The position peaked at $420K in Q3 2023. 499 funds tracked by Wall St. Rank hold PATH as of Q4 2023.

  • Strategic Investment Solutions held 83 shares of UiPath worth $2.06K as of Q4 2023.
  • Strategic Investment Solutions sold 25,117 UiPath shares in Q4 2023, an estimated $490K.
  • UiPath made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q4 2023, its #962 holding.
  • Strategic Investment Solutions first reported a position in UiPath in Q1 2023 and has held it in 4 quarters since.
  • Strategic Investment Solutions's UiPath position peaked at $420K in Q3 2023.
  • 499 funds tracked by Wall St. Rank held UiPath as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.