WAM
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Wakefield Asset Management’s UiPath PATH Stock Holding History

Wakefield Asset Management’s Portfolio PATH Stock Details PATH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.26M Buy
98,536
+13,260
+16% +$170K 0.35% 88
2025
Q1 		$878K Buy
85,276
+6,516
+8% +$67.1K 0.27% 129
2024
Q4 		$1M Buy
+78,760
New +$1M 0.34% 100