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WealthPLAN Partners’s UiPath PATH Stock Holding History

WealthPLAN Partners’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 $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AI
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
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPLAN Partners's PATH Position: Q1 2022 in Review

WealthPLAN Partners 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.

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

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

Based on WealthPLAN Partners's 13F filing for Q1 2022, filed 3 May 2022.