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RAFFA WEALTH MANAGEMENT, LLC’s UiPath PATH Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2025
Q1 		– Sell
-300
Closed -$3.81K – 1114
2024
Q4 		$3.81K Buy
+300
New +$3.96K ﹤0.01% 505

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
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

RAFFA WEALTH MANAGEMENT, LLC's PATH Position: Q1 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of UiPath (PATH) in Q1 2025, closing a stake of 300 shares — an estimated $3.81K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PATH in Q4 2024 and held it in 1 quarter. The position peaked at $3.81K in Q4 2024. 446 funds tracked by Wall St. Rank hold PATH as of Q1 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining UiPath position as of Q1 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 300 UiPath shares in Q1 2025, an estimated $3.81K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in UiPath in Q4 2024 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's UiPath position peaked at $3.81K in Q4 2024.
  • 446 funds tracked by Wall St. Rank held UiPath as of Q1 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2025, filed 27 Jul 2026.