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Wipfli Financial Advisors’s UiPath PATH Stock Holding History

Wipfli Financial 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
2022
Q3 		$23K Buy
+1,790
New +$31.4K ﹤0.01% 1518

Other funds holding PATH

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
AI
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wipfli Financial Advisors's PATH Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in UiPath (PATH) in Q3 2022: 1,790 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #1518 among its holdings.

302 funds tracked by Wall St. Rank hold PATH as of Q3 2022.

  • Wipfli Financial Advisors held 1,790 shares of UiPath worth $23K as of Q3 2022.
  • UiPath was a new Wipfli Financial Advisors position in Q3 2022.
  • UiPath made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1518 holding.
  • 302 funds tracked by Wall St. Rank held UiPath as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.