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Executive Wealth Management’s EPAM Systems EPAM Stock Holding History

Executive 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
-7,000
Closed -$1.9M – 156
2024
Q1 		$1.9M Buy
7,000
+302
+5% +$88.9K 0.17% 109
2023
Q4 		$1.99M Buy
6,698
+263
+4% +$66.8K 0.19% 102
2023
Q3 		$1.65M Buy
6,435
+128
+2% +$31.6K 0.17% 99
2023
Q2 		$1.42M Buy
6,307
+1,110
+21% +$280K 0.15% 109
2023
Q1 		$1.55M Buy
5,197
+1,175
+29% +$379K 0.17% 99
2022
Q4 		$1.32M Buy
4,022
+2,604
+184% +$885K 0.16% 101
2022
Q3 		$1.42M Sell
1,418
-2,000
-59% -$765K 0.2% 90
2022
Q2 		$1.01M Sell
3,418
-1,850
-35% -$565K 0.14% 103
2022
Q1 		$1.56M Sell
5,268
-1,861
-26% -$730K 0.17% 97
2021
Q4 		$4.76M Buy
7,129
+361
+5% +$232K 0.47% 65
2021
Q3 		$3.86M Sell
6,768
-2,611
-28% -$1.54M 0.43% 70
2021
Q2 		$4.79M Buy
9,379
+246
+3% +$115K 0.53% 65
2021
Q1 		$3.62M Buy
9,133
+1,797
+24% +$658K 0.43% 68
2020
Q4 		$2.63M Buy
7,336
+3,111
+74% +$1.04M 0.32% 74
2020
Q3 		$1.36M Buy
+4,225
New +$1.26M 0.19% 86

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 $3.37T AUM 44.26% 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

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

Executive Wealth Management sold out of EPAM Systems (EPAM) in Q2 2024, closing a stake of 7,000 shares — an estimated $1.9M sold.

Executive Wealth Management first reported a position in EPAM in Q3 2020 and held it in 15 quarters. The position peaked at $4.79M in Q2 2021. 536 funds tracked by Wall St. Rank hold EPAM as of Q2 2024.

  • Executive Wealth Management reported no remaining EPAM Systems position as of Q2 2024 after selling out during the quarter.
  • Executive Wealth Management sold 7,000 EPAM Systems shares in Q2 2024, an estimated $1.9M.
  • Executive Wealth Management first reported a position in EPAM Systems in Q3 2020 and held it in 15 quarters.
  • Executive Wealth Management's EPAM Systems position peaked at $4.79M in Q2 2021.
  • 536 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2024.

Based on Executive Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.