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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
Q2 		– Sell
-757
Closed -$209K – 178
2024
Q1 		$209K Buy
+757
New +$223K 0.03% 132

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
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.