TFS
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TrustCore Financial Services’s UiPath PATH Stock Holding History

TrustCore Financial Services’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
2022
Q4 		$1.27K Hold
100
– – ﹤0.01% 927
2022
Q3 		$1K Hold
100
– – ﹤0.01% 1010
2022
Q2 		$2K Buy
100
+15
+18% +$280 ﹤0.01% 951
2022
Q1 		$2K Sell
85
-385
-82% -$13K ﹤0.01% 957
2021
Q4 		$20K Buy
470
+45
+11% +$2.22K ﹤0.01% 605
2021
Q3 		$22K Hold
425
– – ﹤0.01% 630
2021
Q2 		$29K Buy
+425
New +$31.2K ﹤0.01% 561

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 $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TrustCore Financial Services's PATH Position: Q4 2022 in Review

TrustCore Financial Services held its UiPath (PATH) position steady in Q4 2022 at 100 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

TrustCore Financial Services first reported a position in PATH in Q2 2021 and has held it in 7 quarters since. The position peaked at $29K in Q2 2021. 336 funds tracked by Wall St. Rank hold PATH as of Q4 2022.

  • TrustCore Financial Services held 100 shares of UiPath worth $1.27K as of Q4 2022.
  • TrustCore Financial Services left its UiPath share count unchanged in Q4 2022.
  • UiPath made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #927 holding.
  • TrustCore Financial Services first reported a position in UiPath in Q2 2021 and has held it in 7 quarters since.
  • TrustCore Financial Services's UiPath position peaked at $29K in Q2 2021.
  • 336 funds tracked by Wall St. Rank held UiPath as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.