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Clearview Wealth Advisors’s EPAM Systems EPAM Stock Holding History

Clearview 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
2024
Q1 		– Sell
-3,134
Closed -$932K – 114
2023
Q4 		$932K Sell
3,134
-50
-2% -$12.7K 1.09% 27
2023
Q3 		$814K Sell
3,184
-51
-2% -$12.6K 1.01% 31
2023
Q2 		$727K Buy
3,235
+267
+9% +$67.2K 0.74% 41
2023
Q1 		$887K Buy
+2,968
New +$956K 0.9% 22

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearview Wealth Advisors's EPAM Position: Q1 2024 in Review

Clearview Wealth Advisors sold out of EPAM Systems (EPAM) in Q1 2024, closing a stake of 3,134 shares — an estimated $932K sold.

Clearview Wealth Advisors first reported a position in EPAM in Q1 2023 and held it in 4 quarters. The position peaked at $932K in Q4 2023. 570 funds tracked by Wall St. Rank hold EPAM as of Q1 2024.

  • Clearview Wealth Advisors reported no remaining EPAM Systems position as of Q1 2024 after selling out during the quarter.
  • Clearview Wealth Advisors sold 3,134 EPAM Systems shares in Q1 2024, an estimated $932K.
  • Clearview Wealth Advisors first reported a position in EPAM Systems in Q1 2023 and held it in 4 quarters.
  • Clearview Wealth Advisors's EPAM Systems position peaked at $932K in Q4 2023.
  • 570 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2024.

Based on Clearview Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.