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VisionPoint Advisory Group’s UiPath PATH Stock Holding History

VisionPoint Advisory Group’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
-889
Closed -$15.2K – 836
2023
Q3 		$15.2K Sell
889
-53,544
-98% -$892K 0.01% 409
2023
Q2 		$902K Buy
+54,433
New +$873K 0.37% 67

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VisionPoint Advisory Group's PATH Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of UiPath (PATH) in Q4 2023, closing a stake of 889 shares — an estimated $15.2K sold.

VisionPoint Advisory Group first reported a position in PATH in Q2 2023 and held it in 2 quarters. The position peaked at $902K in Q2 2023. 499 funds tracked by Wall St. Rank hold PATH as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining UiPath position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 889 UiPath shares in Q4 2023, an estimated $15.2K.
  • VisionPoint Advisory Group first reported a position in UiPath in Q2 2023 and held it in 2 quarters.
  • VisionPoint Advisory Group's UiPath position peaked at $902K in Q2 2023.
  • 499 funds tracked by Wall St. Rank held UiPath as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.