Curated Wealth Partners’s EPAM Systems EPAM Stock Holding History

Curated 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 Q1	–	Sell	-1,338	Closed	-$394K	–	182
2023 Q4	$398K	Sell	1,338 -439	-25%	-$111K	0.07%	98
2023 Q3	$454K	Buy	1,777 +786	+79%	+$194K	0.08%	83
2023 Q2	$223K	Buy	991 +142	+17%	+$35.8K	0.04%	122
2023 Q1	$254K	Buy	849 +119	+16%	+$38.3K	0.06%	109
2022 Q4	$239K	Buy	+730	New	+$248K	0.06%	112
2021 Q2	–	Sell	-608	Closed	-$241K	–	149
2021 Q1	$241K	Buy	608 +43	+8%	+$15.7K	0.15%	122
2020 Q4	$202K	Buy	+565	New	+$189K	0.13%	131

Other funds holding EPAM

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Curated Wealth Partners's EPAM Position: Q1 2024 in Review

Curated Wealth Partners sold out of EPAM Systems (EPAM) in Q1 2024, closing a stake of 1,338 shares — an estimated $394K sold.

Curated Wealth Partners first reported a position in EPAM in Q4 2020 and held it in 7 quarters. The position peaked at $454K in Q3 2023. 570 funds tracked by Wall St. Rank hold EPAM as of Q1 2024.

Curated Wealth Partners reported no remaining EPAM Systems position as of Q1 2024 after selling out during the quarter.
Curated Wealth Partners sold 1,338 EPAM Systems shares in Q1 2024, an estimated $394K.
Curated Wealth Partners first reported a position in EPAM Systems in Q4 2020 and held it in 7 quarters.
Curated Wealth Partners's EPAM Systems position peaked at $454K in Q3 2023.
570 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2024.

Based on Curated Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.