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Concord Wealth Partners’s EPAM Systems EPAM Stock Holding History

Concord Wealth Partners’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
-11
Closed -$2.19K – 944
2024
Q3 		$2.19K Buy
+11
New +$2.2K ﹤0.01% 733

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State Street
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $127B AUM 46.06% 1-Year Est. Return

Concord Wealth Partners's EPAM Position: Q4 2024 in Review

Concord Wealth Partners sold out of EPAM Systems (EPAM) in Q4 2024, closing a stake of 11 shares — an estimated $2.19K sold.

Concord Wealth Partners first reported a position in EPAM in Q3 2024 and held it in 1 quarter. The position peaked at $2.19K in Q3 2024. 630 funds tracked by Wall St. Rank hold EPAM as of Q4 2024.

  • Concord Wealth Partners reported no remaining EPAM Systems position as of Q4 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 11 EPAM Systems shares in Q4 2024, an estimated $2.19K.
  • Concord Wealth Partners first reported a position in EPAM Systems in Q3 2024 and held it in 1 quarter.
  • Concord Wealth Partners's EPAM Systems position peaked at $2.19K in Q3 2024.
  • 630 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.