Phoenix Wealth Advisors
- SEC CIK
- 0001842362
- Latest filing
- Jul 31, 2026
PATH holding history
UiPath, Inc. in every 13F filed by Phoenix Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PATH overviewAll 13F holders of PATHFull Q2 2026 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −14,952−100.0% | Sold out | Holders |
| Q4 2023 | 14,952 | $355.9K | 0.2% | −335−2.2% | Reduced | Holders |
| Q3 2023 | 15,287 | $261.6K | 0.2% | −109−0.7% | Reduced | Holders |
| Q2 2023 | 15,396 | $255.1K | 0.1% | −796−4.9% | Reduced | Holders |
| Q1 2023 | 16,192 | $284.3K | 0.2% | −279−1.7% | Reduced | Holders |
| Q4 2022 | 16,471 | $209.3K | 0.1% | −2,418−12.8% | Reduced | Holders |
| Q3 2022 | 18,889 | $238.0K | 0.2% | +18,889 | New | Holders |
| Q4 2021 | 0 | $0 | 0.0% | −13,553−100.0% | Sold out | Holders |
| Q3 2021 | 13,553 | $713.0K | 0.5% | +13,553 | New | Holders |