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Carolinas Wealth Consulting’s EPAM Systems EPAM Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-4
Closed -$797 – 1070
2024
Q3 		$797 Buy
4
+2
+100% +$401 ﹤0.01% 955
2024
Q2 		$377 Hold
2
– – ﹤0.01% 1007
2024
Q1 		$552 Hold
2
– – ﹤0.01% 969
2023
Q4 		$595 Hold
2
– – ﹤0.01% 897
2023
Q3 		$435 Hold
2
– – ﹤0.01% 947
2023
Q2 		$450 Buy
+2
New +$504 ﹤0.01% 1008
2023
Q1 		– Sell
-2
Closed -$655 – 1078
2022
Q4 		$655 Buy
+2
New +$680 ﹤0.01% 960
2022
Q2 		– Sell
-1
Closed – – 901
2022
Q1 		$0 Buy
+1
New +$392 ﹤0.01% 935

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 $1.02T AUM 30.18% 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 $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Carolinas Wealth Consulting's EPAM Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of EPAM Systems (EPAM) in Q4 2024, closing a stake of 4 shares — an estimated $797 sold.

Carolinas Wealth Consulting first reported a position in EPAM in Q1 2022 and held it in 8 quarters. The position peaked at $797 in Q3 2024. 631 funds tracked by Wall St. Rank hold EPAM as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining EPAM Systems position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 4 EPAM Systems shares in Q4 2024, an estimated $797.
  • Carolinas Wealth Consulting first reported a position in EPAM Systems in Q1 2022 and held it in 8 quarters.
  • Carolinas Wealth Consulting's EPAM Systems position peaked at $797 in Q3 2024.
  • 631 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.