TCI Wealth Advisors’s UiPath PATH Stock Holding History

TCI 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 Q2	–	Sell	-208	Closed	-$3.65K	–	1617
2023 Q1	$3.65K	Buy	208 +3	+1%	+$45	﹤0.01%	1739
2022 Q4	$2.61K	Sell	205 -295	-59%	-$3.65K	﹤0.01%	1908
2022 Q3	$6K	Buy	500 +440	+733%	+$7.72K	﹤0.01%	1365
2022 Q2	$1K	Hold	60	–	–	﹤0.01%	2183
2022 Q1	$1K	Hold	60	–	–	﹤0.01%	2133
2021 Q4	$3K	Buy	+60	New	+$2.96K	﹤0.01%	2021

Other funds holding PATH

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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 $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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AGFIA

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

TCI Wealth Advisors's PATH Position: Q2 2023 in Review

TCI Wealth Advisors sold out of UiPath (PATH) in Q2 2023, closing a stake of 208 shares — an estimated $3.65K sold.

TCI Wealth Advisors first reported a position in PATH in Q4 2021 and held it in 6 quarters. The position peaked at $6K in Q3 2022. 411 funds tracked by Wall St. Rank hold PATH as of Q2 2023.

TCI Wealth Advisors reported no remaining UiPath position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 208 UiPath shares in Q2 2023, an estimated $3.65K.
TCI Wealth Advisors first reported a position in UiPath in Q4 2021 and held it in 6 quarters.
TCI Wealth Advisors's UiPath position peaked at $6K in Q3 2022.
411 funds tracked by Wall St. Rank held UiPath as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.