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CreativeOne Wealth’s EPAM Systems EPAM Stock Holding History

CreativeOne Wealth’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
-5,756
Closed -$1.72M – 848
2023
Q1 		$1.72M Buy
5,756
+15
+0.3% +$4.83K 0.08% 213
2022
Q4 		$1.88M Buy
5,741
+61
+1% +$20.7K 0.1% 174
2022
Q3 		$2.06M Buy
5,680
+236
+4% +$90.3K 0.12% 144
2022
Q2 		$1.6M Buy
5,444
+785
+17% +$240K 0.09% 186
2022
Q1 		$1.38M Buy
4,659
+78
+2% +$30.6K 0.07% 223
2021
Q4 		$3.06M Buy
4,581
+533
+13% +$343K 0.15% 107
2021
Q3 		$2.31M Buy
4,048
+168
+4% +$98.9K 0.14% 134
2021
Q2 		$1.98M Buy
3,880
+689
+22% +$323K 0.12% 154
2021
Q1 		$1.27M Sell
3,191
-59
-2% -$21.6K 0.1% 176
2020
Q4 		$1.17M Buy
3,250
+1,315
+68% +$439K 0.1% 162
2020
Q3 		$626K Buy
1,935
+962
+99% +$287K 0.09% 147
2020
Q2 		$245K Buy
+973
New +$214K 0.04% 213
2020
Q1 		– Sell
-1,036
Closed -$220K – 200
2019
Q4 		$220K Buy
+1,036
New +$204K 0.04% 201

Other funds holding EPAM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CreativeOne Wealth's EPAM Position: Q2 2023 in Review

CreativeOne Wealth sold out of EPAM Systems (EPAM) in Q2 2023, closing a stake of 5,756 shares — an estimated $1.72M sold.

CreativeOne Wealth first reported a position in EPAM in Q4 2019 and held it in 13 quarters. The position peaked at $3.06M in Q4 2021. 505 funds tracked by Wall St. Rank hold EPAM as of Q2 2023.

  • CreativeOne Wealth reported no remaining EPAM Systems position as of Q2 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 5,756 EPAM Systems shares in Q2 2023, an estimated $1.72M.
  • CreativeOne Wealth first reported a position in EPAM Systems in Q4 2019 and held it in 13 quarters.
  • CreativeOne Wealth's EPAM Systems position peaked at $3.06M in Q4 2021.
  • 505 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2023.

Based on CreativeOne Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.