SVB Financial Group’s UiPath PATH Stock Holding History

SVB 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 Q2	–	Sell	-45,029	Closed	-$791K	–	27
2023 Q1	$791K	Buy	+45,029	New	+$680K	1.51%	10

Other funds holding PATH

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AGFIA

Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return

SVB Financial Group's PATH Position: Q2 2023 in Review

SVB Financial Group sold out of UiPath (PATH) in Q2 2023, closing a stake of 45,029 shares — an estimated $791K sold.

SVB Financial Group first reported a position in PATH in Q1 2023 and held it in 1 quarter. The position peaked at $791K in Q1 2023. 411 funds tracked by Wall St. Rank hold PATH as of Q2 2023.

SVB Financial Group reported no remaining UiPath position as of Q2 2023 after selling out during the quarter.
SVB Financial Group sold 45,029 UiPath shares in Q2 2023, an estimated $791K.
SVB Financial Group first reported a position in UiPath in Q1 2023 and held it in 1 quarter.
SVB Financial Group's UiPath position peaked at $791K in Q1 2023.
411 funds tracked by Wall St. Rank held UiPath as of Q2 2023.

Based on SVB Financial Group's 13F filing for Q2 2023, filed 11 Aug 2023.