Valley National Advisers’s UiPath PATH Stock Holding History

Valley National Advisers’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 Q2	–	Sell	-580	Closed	-$13K	–	1240
2024 Q1	$13K	Buy	580 +20	+4%	+$468	﹤0.01%	597
2023 Q4	$13K	Sell	560 -2	-0.4%	-$39	﹤0.01%	608
2023 Q3	$10K	Buy	562 +90	+19%	+$1.5K	﹤0.01%	604
2023 Q2	$8K	Hold	472	–	–	﹤0.01%	642
2023 Q1	$7K	Hold	472	–	–	﹤0.01%	649
2022 Q4	$6K	Buy	472 +122	+35%	+$1.51K	﹤0.01%	651
2022 Q3	$4K	Hold	350	–	–	﹤0.01%	715
2022 Q2	$7K	Hold	350	–	–	﹤0.01%	625
2022 Q1	$8K	Hold	350	–	–	﹤0.01%	633
2021 Q4	$15K	Sell	350 -350	-50%	-$17.3K	﹤0.01%	541
2021 Q3	$37K	Hold	700	–	–	0.01%	381
2021 Q2	$48K	Buy	+700	New	+$51.3K	0.01%	351

Other funds holding PATH

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Valley National Advisers's PATH Position: Q2 2024 in Review

Valley National Advisers sold out of UiPath (PATH) in Q2 2024, closing a stake of 580 shares — an estimated $13K sold.

Valley National Advisers first reported a position in PATH in Q2 2021 and held it in 12 quarters. The position peaked at $48K in Q2 2021. 478 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

Valley National Advisers reported no remaining UiPath position as of Q2 2024 after selling out during the quarter.
Valley National Advisers sold 580 UiPath shares in Q2 2024, an estimated $13K.
Valley National Advisers first reported a position in UiPath in Q2 2021 and held it in 12 quarters.
Valley National Advisers's UiPath position peaked at $48K in Q2 2021.
478 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on Valley National Advisers's 13F filing for Q2 2024, filed 18 Jul 2024.