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Uipath Inc Cl A shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Uipath Inc Cl A (PATH) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Uipath Inc Cl A

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All positions including Uipath Inc Cl A held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Uipath Inc Cl A by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $38k 3.0k 12.80
2024-06-30 $38k 3.0k 12.68
2024-03-31 $67k 3.0k 22.67
2023-12-31 $74k 3.0k 24.84

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Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
Calamos S&P Structured ALT ETF Equity
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
Vanguard High Dividend Yield ETF Equity (VYM)

View all positions for Burkett Financial Services

Top funds holding Uipath Inc Cl A

Vanguard Group
BlackRock
BlackRock
ARK Investment Management
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas
Rima Management
State Street Corporation
Geode Capital Management
Alphabet
Polygon Management
Susquehanna International
Mirae Asset Global Etfs Holdings
D. E. Shaw & Co
Morgan Stanley

View all funds holding Uipath Inc Cl A