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	$1.42K	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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