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Avior Wealth Management’s EPAM Systems EPAM Stock Holding History

Avior Wealth Management’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
-10
Closed -$2.34K – 1221
2024
Q4 		$2.34K Sell
10
-136
-93% -$30.3K ﹤0.01% 2089
2024
Q3 		$29.1K Buy
146
+2
+1% +$401 ﹤0.01% 1290
2024
Q2 		$27.1K Sell
144
-45
-24% -$9.6K ﹤0.01% 1287
2024
Q1 		$52.2K Buy
189
+187
+9,350% +$55K ﹤0.01% 1217
2023
Q4 		$594 Hold
2
– – ﹤0.01% 1414
2023
Q3 		$511 Hold
2
– – ﹤0.01% 1488
2023
Q2 		$449 Hold
2
– – ﹤0.01% 1470
2023
Q1 		$598 Hold
2
– – ﹤0.01% 1506
2022
Q4 		$655 Buy
+2
New +$680 ﹤0.01% 1152

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Avior Wealth Management's EPAM Position: Q1 2025 in Review

Avior Wealth Management sold out of EPAM Systems (EPAM) in Q1 2025, closing a stake of 10 shares — an estimated $2.34K sold.

Avior Wealth Management first reported a position in EPAM in Q4 2022 and held it in 9 quarters. The position peaked at $52.2K in Q1 2024. 568 funds tracked by Wall St. Rank hold EPAM as of Q1 2025.

  • Avior Wealth Management reported no remaining EPAM Systems position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 10 EPAM Systems shares in Q1 2025, an estimated $2.34K.
  • Avior Wealth Management first reported a position in EPAM Systems in Q4 2022 and held it in 9 quarters.
  • Avior Wealth Management's EPAM Systems position peaked at $52.2K in Q1 2024.
  • 568 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.