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Curi Wealth Management’s EPAM Systems EPAM Stock Holding History

Curi 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
2022
Q3 		– Sell
-44
Closed -$13K – 351
2022
Q2 		$13K Sell
44
-129
-75% -$39.4K ﹤0.01% 345
2022
Q1 		$51K Buy
173
+51
+42% +$20K 0.01% 213
2021
Q4 		$81K Buy
+122
New +$78.5K 0.01% 157
2021
Q1 		– Sell
-122
Closed -$43K – 222
2020
Q4 		$43K Buy
+122
New +$40.7K 0.03% 160

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Curi Wealth Management's EPAM Position: Q3 2022 in Review

Curi Wealth Management sold out of EPAM Systems (EPAM) in Q3 2022, closing a stake of 44 shares — an estimated $13K sold.

Curi Wealth Management first reported a position in EPAM in Q4 2020 and held it in 4 quarters. The position peaked at $81K in Q4 2021. 592 funds tracked by Wall St. Rank hold EPAM as of Q3 2022.

  • Curi Wealth Management reported no remaining EPAM Systems position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 44 EPAM Systems shares in Q3 2022, an estimated $13K.
  • Curi Wealth Management first reported a position in EPAM Systems in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's EPAM Systems position peaked at $81K in Q4 2021.
  • 592 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.