WhitTier Trust Company’s UiPath PATH Stock Holding History

WhitTier Trust Company’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
2023 Q1	–	Sell	-5,092	Closed	-$64.7K	–	1204
2022 Q4	$64.7K	Hold	5,092	–	–	﹤0.01%	621
2022 Q3	$64K	Sell	5,092 -749	-13%	-$13.1K	﹤0.01%	630
2022 Q2	$107K	Buy	5,841 +5,378	+1,162%	+$101K	﹤0.01%	547
2022 Q1	$10K	Buy	463 +200	+76%	+$6.74K	﹤0.01%	933
2021 Q4	$11K	Buy	263 +109	+71%	+$5.38K	﹤0.01%	894
2021 Q3	$8K	Buy	+154	New	+$9.32K	﹤0.01%	958

Other funds holding PATH

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WhitTier Trust Company's PATH Position: Q1 2023 in Review

WhitTier Trust Company sold out of UiPath (PATH) in Q1 2023, closing a stake of 5,092 shares — an estimated $64.7K sold.

WhitTier Trust Company first reported a position in PATH in Q3 2021 and held it in 6 quarters. The position peaked at $107K in Q2 2022. 357 funds tracked by Wall St. Rank hold PATH as of Q1 2023.

WhitTier Trust Company reported no remaining UiPath position as of Q1 2023 after selling out during the quarter.
WhitTier Trust Company sold 5,092 UiPath shares in Q1 2023, an estimated $64.7K.
WhitTier Trust Company first reported a position in UiPath in Q3 2021 and held it in 6 quarters.
WhitTier Trust Company's UiPath position peaked at $107K in Q2 2022.
357 funds tracked by Wall St. Rank held UiPath as of Q1 2023.

Based on WhitTier Trust Company's 13F filing for Q1 2023, filed 21 Apr 2023.