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Arete Wealth Advisors’s EPAM Systems EPAM Stock Holding History

Arete 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
2020
Q4 		– Sell
-1,404
Closed -$459K – 416
2020
Q3 		$459K Sell
1,404
-1,197
-46% -$357K 0.07% 222
2020
Q2 		$655K Sell
2,601
-1,951
-43% -$429K 0.11% 191
2020
Q1 		$845K Sell
4,552
-1,711
-27% -$369K 0.17% 135
2019
Q4 		$1.33M Sell
6,263
-64
-1% -$12.6K 0.23% 103
2019
Q3 		$1.15M Sell
6,327
-5
-0.1% -$941 0.22% 114
2019
Q2 		$1.1M Sell
6,332
-87
-1% -$15K 0.21% 119
2019
Q1 		$1.09M Buy
+6,419
New +$962K 0.23% 116

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arete Wealth Advisors's EPAM Position: Q4 2020 in Review

Arete Wealth Advisors sold out of EPAM Systems (EPAM) in Q4 2020, closing a stake of 1,404 shares — an estimated $459K sold.

Arete Wealth Advisors first reported a position in EPAM in Q1 2019 and held it in 7 quarters. The position peaked at $1.33M in Q4 2019. 492 funds tracked by Wall St. Rank hold EPAM as of Q4 2020.

  • Arete Wealth Advisors reported no remaining EPAM Systems position as of Q4 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,404 EPAM Systems shares in Q4 2020, an estimated $459K.
  • Arete Wealth Advisors first reported a position in EPAM Systems in Q1 2019 and held it in 7 quarters.
  • Arete Wealth Advisors's EPAM Systems position peaked at $1.33M in Q4 2019.
  • 492 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2020.

Based on Arete Wealth Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.