WealthShield Partners’s UiPath PATH Stock Holding History

WealthShield 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
2021 Q3	–	Sell	-1,729	Closed	-$117K	–	576
2021 Q2	$117K	Buy	+1,729	New	+$127K	0.02%	334

Other funds holding PATH

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

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

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

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

WealthShield Partners's PATH Position: Q3 2021 in Review

WealthShield Partners sold out of UiPath (PATH) in Q3 2021, closing a stake of 1,729 shares — an estimated $117K sold.

WealthShield Partners first reported a position in PATH in Q2 2021 and held it in 1 quarter. The position peaked at $117K in Q2 2021. 271 funds tracked by Wall St. Rank hold PATH as of Q3 2021.

WealthShield Partners reported no remaining UiPath position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 1,729 UiPath shares in Q3 2021, an estimated $117K.
WealthShield Partners first reported a position in UiPath in Q2 2021 and held it in 1 quarter.
WealthShield Partners's UiPath position peaked at $117K in Q2 2021.
271 funds tracked by Wall St. Rank held UiPath as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.