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WR Wealth Planners’s UiPath PATH Stock Holding History

WR Wealth Planners’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
Q3 		– Sell
-300
Closed -$3.8K – 1191
2024
Q2 		$3.8K Sell
300
-550
-65% -$9.51K ﹤0.01% 765
2024
Q1 		$19.3K Buy
+850
New +$19.9K 0.01% 458

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's PATH Position: Q3 2024 in Review

WR Wealth Planners sold out of UiPath (PATH) in Q3 2024, closing a stake of 300 shares — an estimated $3.8K sold.

WR Wealth Planners first reported a position in PATH in Q1 2024 and held it in 2 quarters. The position peaked at $19.3K in Q1 2024. 420 funds tracked by Wall St. Rank hold PATH as of Q3 2024.

  • WR Wealth Planners reported no remaining UiPath position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 300 UiPath shares in Q3 2024, an estimated $3.8K.
  • WR Wealth Planners first reported a position in UiPath in Q1 2024 and held it in 2 quarters.
  • WR Wealth Planners's UiPath position peaked at $19.3K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held UiPath as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.