WealthPlan Investment Management’s UiPath PATH Stock Holding History

WealthPlan Investment Management’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 Q1	$325K	Buy	+18,244	New	+$615K	0.02%	305

Other funds holding PATH

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

AGFIA

Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthPlan Investment Management's PATH Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in UiPath (PATH) in Q1 2022: 18,244 shares worth $325K. The stake represents 0.02% of the portfolio and ranks #305 among its holdings.

286 funds tracked by Wall St. Rank hold PATH as of Q1 2022.

WealthPlan Investment Management held 18,244 shares of UiPath worth $325K as of Q1 2022.
UiPath was a new WealthPlan Investment Management position in Q1 2022.
UiPath made up 0.02% of WealthPlan Investment Management's portfolio in Q1 2022, its #305 holding.
286 funds tracked by Wall St. Rank held UiPath as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.