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WMG Financial Advisors’s UiPath PATH Stock Holding History

WMG 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
Q1 		– Sell
-6,100
Closed -$264K – 182
2021
Q4 		$264K Buy
+6,100
New +$301K 0.21% 129

Other funds holding PATH

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WMG Financial Advisors's PATH Position: Q1 2022 in Review

WMG Financial Advisors sold out of UiPath (PATH) in Q1 2022, closing a stake of 6,100 shares — an estimated $264K sold.

WMG Financial Advisors first reported a position in PATH in Q4 2021 and held it in 1 quarter. The position peaked at $264K in Q4 2021. 286 funds tracked by Wall St. Rank hold PATH as of Q1 2022.

  • WMG Financial Advisors reported no remaining UiPath position as of Q1 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 6,100 UiPath shares in Q1 2022, an estimated $264K.
  • WMG Financial Advisors first reported a position in UiPath in Q4 2021 and held it in 1 quarter.
  • WMG Financial Advisors's UiPath position peaked at $264K in Q4 2021.
  • 286 funds tracked by Wall St. Rank held UiPath as of Q1 2022.

Based on WMG Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.