Wingate Wealth Advisors’s UiPath PATH Stock Holding History

Wingate Wealth Advisors’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
2025 Q1	–	Sell	-50	Closed	-$636	–	319
2024 Q4	$636	Buy	+50	New	+$661	﹤0.01%	459

Other funds holding PATH

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

TAM

TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wingate Wealth Advisors's PATH Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of UiPath (PATH) in Q1 2025, closing a stake of 50 shares — an estimated $636 sold.

Wingate Wealth Advisors first reported a position in PATH in Q4 2024 and held it in 1 quarter. The position peaked at $636 in Q4 2024. 446 funds tracked by Wall St. Rank hold PATH as of Q1 2025.

Wingate Wealth Advisors reported no remaining UiPath position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 50 UiPath shares in Q1 2025, an estimated $636.
Wingate Wealth Advisors first reported a position in UiPath in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's UiPath position peaked at $636 in Q4 2024.
446 funds tracked by Wall St. Rank held UiPath as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.