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AWS
Atria Wealth Solutions’s
EPAM Systems
EPAM
Stock Holding History
Atria Wealth Solutions’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
2025
Q1
–
Sell
-1,889
Closed
-$442K
–
1920
2024
Q4
$442K
Buy
1,889
+524
+38%
+$117K
﹤0.01%
1336
2024
Q3
$272K
Buy
1,365
+92
+7%
+$18.4K
﹤0.01%
1576
2024
Q2
$239K
Buy
+1,273
New
+$271K
﹤0.01%
1647
2024
Q1
–
Sell
-1,235
Closed
-$367K
–
1989
2023
Q4
$367K
Buy
1,235
+40
+3%
+$10.2K
﹤0.01%
1362
2023
Q3
$306K
Sell
1,195
-2,960
-71%
-$731K
﹤0.01%
1405
2023
Q2
$934K
Sell
4,155
-4,011
-49%
-$1.01M
0.01%
866
2023
Q1
$2.44M
Sell
8,166
-926
-10%
-$298K
0.04%
478
2022
Q4
$2.98M
Sell
9,092
-2,752
-23%
-$936K
0.05%
384
2022
Q3
$4.29M
Buy
11,844
+1,664
+16%
+$637K
0.07%
262
2022
Q2
$3M
Sell
10,180
-848
-8%
-$259K
0.06%
338
2022
Q1
$3.27M
Buy
+11,028
New
+$4.33M
0.05%
347
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Ninety One (UK)
London, United Kingdom
$43.1B AUM
23.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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