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Advisor OS’s EPAM Systems EPAM Stock Holding History

Advisor OS’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
2024
Q1 		– Sell
-682
Closed -$203K – 394
2023
Q4 		$203K Buy
+682
New +$173K 0.03% 324
2023
Q1 		– Sell
-748
Closed -$245K – 243
2022
Q4 		$245K Buy
748
+87
+13% +$29.6K 0.07% 195
2022
Q3 		$239K Buy
+661
New +$253K 0.07% 174
2022
Q1 		– Sell
-1,721
Closed -$1.15M – 211
2021
Q4 		$1.15M Buy
1,721
+588
+52% +$378K 0.23% 98
2021
Q3 		$646K Buy
1,133
+41
+4% +$24.1K 0.14% 130
2021
Q2 		$559K Buy
+1,092
New +$512K 0.12% 132

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor OS's EPAM Position: Q1 2024 in Review

Advisor OS sold out of EPAM Systems (EPAM) in Q1 2024, closing a stake of 682 shares — an estimated $203K sold.

Advisor OS first reported a position in EPAM in Q2 2021 and held it in 6 quarters. The position peaked at $1.15M in Q4 2021. 569 funds tracked by Wall St. Rank hold EPAM as of Q1 2024.

  • Advisor OS reported no remaining EPAM Systems position as of Q1 2024 after selling out during the quarter.
  • Advisor OS sold 682 EPAM Systems shares in Q1 2024, an estimated $203K.
  • Advisor OS first reported a position in EPAM Systems in Q2 2021 and held it in 6 quarters.
  • Advisor OS's EPAM Systems position peaked at $1.15M in Q4 2021.
  • 569 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2024.

Based on Advisor OS's 13F filing for Q1 2024, filed 9 May 2024.