WIT LLC’s UiPath PATH Stock Holding History

WIT LLC’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
2024 Q1	–	Sell	-14,000	Closed	-$338K	–	19
2023 Q4	$338K	Sell	14,000 -29,000	-67%	-$566K	0.01%	17
2023 Q3	$4.43M	Buy	43,000 +12,000	+39%	+$200K	0.13%	14
2023 Q2	$509K	Buy	+31,000	New	+$497K	0.01%	14
2021 Q4	–	Sell	-17,412	Closed	-$916K	–	13
2021 Q3	$916K	Buy	17,412 +2,859	+20%	+$173K	0.02%	13
2021 Q2	$989K	Buy	+14,553	New	+$1.07M	0.02%	16

Other funds holding PATH

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

AIM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WIT LLC's PATH Position: Q1 2024 in Review

WIT LLC sold out of UiPath (PATH) in Q1 2024, closing a stake of 14,000 shares — an estimated $338K sold.

WIT LLC first reported a position in PATH in Q2 2021 and held it in 5 quarters. The position peaked at $4.43M in Q3 2023. 515 funds tracked by Wall St. Rank hold PATH as of Q1 2024.

WIT LLC reported no remaining UiPath position as of Q1 2024 after selling out during the quarter.
WIT LLC sold 14,000 UiPath shares in Q1 2024, an estimated $338K.
WIT LLC first reported a position in UiPath in Q2 2021 and held it in 5 quarters.
WIT LLC's UiPath position peaked at $4.43M in Q3 2023.
515 funds tracked by Wall St. Rank held UiPath as of Q1 2024.

Based on WIT LLC's 13F filing for Q1 2024, filed 15 May 2024.