Congress Wealth Management’s EPAM Systems EPAM Stock Holding History

Congress 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
2023 Q2	–	Sell	-953	Closed	-$285K	–	560
2023 Q1	$285K	Buy	953 +26	+3%	+$8.38K	0.01%	490
2022 Q4	$304K	Sell	927 -26	-3%	-$8.84K	0.01%	476
2022 Q3	$345K	Sell	953 -137	-13%	-$52.4K	0.01%	450
2022 Q2	$321K	Buy	+1,090	New	+$333K	0.01%	464
2022 Q1	–	Sell	-427	Closed	-$285K	–	604
2021 Q4	$285K	Buy	+427	New	+$275K	0.01%	547

Other funds holding EPAM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's EPAM Position: Q2 2023 in Review

Congress Wealth Management sold out of EPAM Systems (EPAM) in Q2 2023, closing a stake of 953 shares — an estimated $285K sold.

Congress Wealth Management first reported a position in EPAM in Q4 2021 and held it in 5 quarters. The position peaked at $345K in Q3 2022. 505 funds tracked by Wall St. Rank hold EPAM as of Q2 2023.

Congress Wealth Management reported no remaining EPAM Systems position as of Q2 2023 after selling out during the quarter.
Congress Wealth Management sold 953 EPAM Systems shares in Q2 2023, an estimated $285K.
Congress Wealth Management first reported a position in EPAM Systems in Q4 2021 and held it in 5 quarters.
Congress Wealth Management's EPAM Systems position peaked at $345K in Q3 2022.
505 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2023.

Based on Congress Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.