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Dakota Wealth Management’s EPAM Systems EPAM Stock Holding History

Dakota 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
2024
Q2 		– Sell
-1,603
Closed -$443K – 730
2024
Q1 		$443K Buy
+1,603
New +$472K 0.01% 524
2023
Q4 		– Sell
-1,749
Closed -$447K – 673
2023
Q3 		$447K Buy
1,749
+6
+0.3% +$1.48K 0.02% 434
2023
Q2 		$392K Buy
1,743
+141
+9% +$35.5K 0.02% 426
2023
Q1 		$479K Sell
1,602
-452
-22% -$146K 0.03% 371
2022
Q4 		$673K Sell
2,054
-7
-0.3% -$2.38K 0.05% 295
2022
Q3 		$746K Buy
2,061
+641
+45% +$245K 0.06% 261
2022
Q2 		$418K Buy
+1,420
New +$434K 0.04% 314

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

Dakota Wealth Management's EPAM Position: Q2 2024 in Review

Dakota Wealth Management sold out of EPAM Systems (EPAM) in Q2 2024, closing a stake of 1,603 shares — an estimated $443K sold.

Dakota Wealth Management first reported a position in EPAM in Q2 2022 and held it in 7 quarters. The position peaked at $746K in Q3 2022. 536 funds tracked by Wall St. Rank hold EPAM as of Q2 2024.

  • Dakota Wealth Management reported no remaining EPAM Systems position as of Q2 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 1,603 EPAM Systems shares in Q2 2024, an estimated $443K.
  • Dakota Wealth Management first reported a position in EPAM Systems in Q2 2022 and held it in 7 quarters.
  • Dakota Wealth Management's EPAM Systems position peaked at $746K in Q3 2022.
  • 536 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2024.

Based on Dakota Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.