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 $645B AUM 30.41% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return