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180 Wealth Advisors’s EPAM Systems EPAM Stock Holding History

180 Wealth Advisors’s Portfolio EPAM Stock Details EPAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-734
Closed -$219K – 377
2023
Q1 		$219K Buy
734
+145
+25% +$46.7K 0.05% 323
2022
Q4 		$203K Buy
+589
New +$200K 0.05% 334

Other funds holding EPAM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

180 Wealth Advisors's EPAM Position: Q2 2023 in Review

180 Wealth Advisors sold out of EPAM Systems (EPAM) in Q2 2023, closing a stake of 734 shares — an estimated $219K sold.

180 Wealth Advisors first reported a position in EPAM in Q4 2022 and held it in 2 quarters. The position peaked at $219K in Q1 2023. 505 funds tracked by Wall St. Rank hold EPAM as of Q2 2023.

  • 180 Wealth Advisors reported no remaining EPAM Systems position as of Q2 2023 after selling out during the quarter.
  • 180 Wealth Advisors sold 734 EPAM Systems shares in Q2 2023, an estimated $219K.
  • 180 Wealth Advisors first reported a position in EPAM Systems in Q4 2022 and held it in 2 quarters.
  • 180 Wealth Advisors's EPAM Systems position peaked at $219K in Q1 2023.
  • 505 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2023.

Based on 180 Wealth Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.