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Tyler-Stone Wealth Management’s UiPath PATH Stock Holding History

Tyler-Stone Wealth 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
2024
Q3 		– Sell
-3,870
Closed -$49.1K – 754
2024
Q2 		$49.1K Sell
3,870
-680
-15% -$11.8K 0.02% 367
2024
Q1 		$103K Buy
4,550
+2,270
+100% +$53.1K 0.05% 269
2023
Q4 		$56.6K Buy
2,280
+600
+36% +$11.7K 0.03% 341
2023
Q3 		$29K Hold
1,680
– – 0.02% 422
2023
Q2 		$28K Buy
+1,680
New +$26.9K 0.02% 438
2022
Q4 		$9K Hold
680
– – 0.01% 580
2022
Q3 		$9K Hold
680
– – 0.01% 556
2022
Q2 		$12K Buy
+680
New +$12.7K 0.01% 523

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tyler-Stone Wealth Management's PATH Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of UiPath (PATH) in Q3 2024, closing a stake of 3,870 shares — an estimated $49.1K sold.

Tyler-Stone Wealth Management first reported a position in PATH in Q2 2022 and held it in 8 quarters. The position peaked at $103K in Q1 2024. 420 funds tracked by Wall St. Rank hold PATH as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining UiPath position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 3,870 UiPath shares in Q3 2024, an estimated $49.1K.
  • Tyler-Stone Wealth Management first reported a position in UiPath in Q2 2022 and held it in 8 quarters.
  • Tyler-Stone Wealth Management's UiPath position peaked at $103K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held UiPath as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.