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B. Riley Wealth Management’s EPAM Systems EPAM Stock Holding History

B. Riley 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
2021
Q2 		– Sell
-600
Closed -$238K – 438
2021
Q1 		$238K Hold
600
– – 0.03% 331
2020
Q4 		$215K Buy
+600
New +$200K 0.03% 325
2015
Q3 		– Sell
-1,000
Closed -$71K – 312
2015
Q2 		$71K Sell
1,000
-500
-33% -$34.3K 0.06% 338
2015
Q1 		$91K Buy
+1,500
New +$81.5K 0.07% 299

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

B. Riley Wealth Management's EPAM Position: Q2 2021 in Review

B. Riley Wealth Management sold out of EPAM Systems (EPAM) in Q2 2021, closing a stake of 600 shares — an estimated $238K sold.

B. Riley Wealth Management first reported a position in EPAM in Q1 2015 and held it in 4 quarters. The position peaked at $238K in Q1 2021. 554 funds tracked by Wall St. Rank hold EPAM as of Q2 2021.

  • B. Riley Wealth Management reported no remaining EPAM Systems position as of Q2 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 600 EPAM Systems shares in Q2 2021, an estimated $238K.
  • B. Riley Wealth Management first reported a position in EPAM Systems in Q1 2015 and held it in 4 quarters.
  • B. Riley Wealth Management's EPAM Systems position peaked at $238K in Q1 2021.
  • 554 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2021.

Based on B. Riley Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.