SWA
PATH icon

Sutton Wealth Advisors’s UiPath PATH Stock Holding History

Sutton Wealth Advisors’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 		$1.47K Hold
86
– – ﹤0.01% 758
2023
Q2 		$1.43K Hold
86
– – ﹤0.01% 741
2023
Q1 		$1.51K Hold
86
– – ﹤0.01% 683
2022
Q4 		$1.09K Buy
86
+26
+43% +$321 ﹤0.01% 1296
2022
Q3 		$757 Buy
+60
New +$1.05K ﹤0.01% 1373

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 $175B AUM 40.63% 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

Sutton Wealth Advisors's PATH Position: Q3 2023 in Review

Sutton Wealth Advisors held its UiPath (PATH) position steady in Q3 2023 at 86 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Sutton Wealth Advisors first reported a position in PATH in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.51K in Q1 2023. 417 funds tracked by Wall St. Rank hold PATH as of Q3 2023.

  • Sutton Wealth Advisors held 86 shares of UiPath worth $1.47K as of Q3 2023.
  • Sutton Wealth Advisors left its UiPath share count unchanged in Q3 2023.
  • UiPath made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #758 holding.
  • Sutton Wealth Advisors first reported a position in UiPath in Q3 2022 and has held it in 5 quarters since.
  • Sutton Wealth Advisors's UiPath position peaked at $1.51K in Q1 2023.
  • 417 funds tracked by Wall St. Rank held UiPath as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.