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Wagner Wealth Management (South Carolina)’s UiPath PATH Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q3 		– Sell
-353
Closed -$6K – 752
2022
Q2 		$6K Buy
+353
New +$6.6K ﹤0.01% 508
2022
Q1 		– Sell
-353
Closed -$15K – 528
2021
Q4 		$15K Buy
+353
New +$17.4K 0.01% 440

Other funds holding PATH

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s PATH Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of UiPath (PATH) in Q3 2022, closing a stake of 353 shares — an estimated $6K sold.

Wagner Wealth Management (South Carolina) first reported a position in PATH in Q4 2021 and held it in 2 quarters. The position peaked at $15K in Q4 2021. 302 funds tracked by Wall St. Rank hold PATH as of Q3 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining UiPath position as of Q3 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 353 UiPath shares in Q3 2022, an estimated $6K.
  • Wagner Wealth Management (South Carolina) first reported a position in UiPath in Q4 2021 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s UiPath position peaked at $15K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held UiPath as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.