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Tradewinds Capital Management’s UiPath PATH Stock Holding History

Tradewinds Capital Management’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 		– Sell
-50
Closed -$856 – 515
2023
Q3 		$856 Hold
50
– – ﹤0.01% 399
2023
Q2 		$829 Hold
50
– – ﹤0.01% 392
2023
Q1 		$878 Hold
50
– – ﹤0.01% 389
2022
Q4 		$636 Hold
50
– – ﹤0.01% 439
2022
Q3 		$1K Hold
50
– – ﹤0.01% 387
2022
Q2 		$1K Hold
50
– – ﹤0.01% 403
2022
Q1 		$1K Hold
50
– – ﹤0.01% 733
2021
Q4 		$2K Buy
+50
New +$2.47K ﹤0.01% 686

Other funds holding PATH

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $7.75B AUM 33.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Tradewinds Capital Management's PATH Position: Q4 2023 in Review

Tradewinds Capital Management sold out of UiPath (PATH) in Q4 2023, closing a stake of 50 shares — an estimated $856 sold.

Tradewinds Capital Management first reported a position in PATH in Q4 2021 and held it in 8 quarters. The position peaked at $2K in Q4 2021. 499 funds tracked by Wall St. Rank hold PATH as of Q4 2023.

  • Tradewinds Capital Management reported no remaining UiPath position as of Q4 2023 after selling out during the quarter.
  • Tradewinds Capital Management sold 50 UiPath shares in Q4 2023, an estimated $856.
  • Tradewinds Capital Management first reported a position in UiPath in Q4 2021 and held it in 8 quarters.
  • Tradewinds Capital Management's UiPath position peaked at $2K in Q4 2021.
  • 499 funds tracked by Wall St. Rank held UiPath as of Q4 2023.

Based on Tradewinds Capital Management's 13F filing for Q4 2023, filed 1 Feb 2024.