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VitalStone Financial’s UiPath PATH Stock Holding History

VitalStone Financial’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
-60
Closed -$1K – 555
2024
Q1 		$1K Sell
60
-65
-52% -$1.52K ﹤0.01% 437
2023
Q4 		$3K Sell
125
-300
-71% -$5.86K ﹤0.01% 379
2023
Q3 		$7K Buy
425
+10
+2% +$167 0.01% 275
2023
Q2 		$9K Sell
415
-278
-40% -$4.46K 0.01% 683
2023
Q1 		$31K Buy
693
+278
+67% +$4.2K 0.03% 145
2022
Q4 		$5K Buy
+415
New +$5.13K ﹤0.01% 400

Other funds holding PATH

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 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 $7.07B AUM 50.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

VitalStone Financial's PATH Position: Q2 2024 in Review

VitalStone Financial sold out of UiPath (PATH) in Q2 2024, closing a stake of 60 shares — an estimated $1K sold.

VitalStone Financial first reported a position in PATH in Q4 2022 and held it in 6 quarters. The position peaked at $31K in Q1 2023. 478 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

  • VitalStone Financial reported no remaining UiPath position as of Q2 2024 after selling out during the quarter.
  • VitalStone Financial sold 60 UiPath shares in Q2 2024, an estimated $1K.
  • VitalStone Financial first reported a position in UiPath in Q4 2022 and held it in 6 quarters.
  • VitalStone Financial's UiPath position peaked at $31K in Q1 2023.
  • 478 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on VitalStone Financial's 13F filing for Q2 2024, filed 7 Aug 2024.