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Exencial Wealth Advisors’s EPAM Systems EPAM Stock Holding History

Exencial Wealth Advisors’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
2021
Q3 		– Sell
-678
Closed -$346K – 358
2021
Q2 		$346K Hold
678
– – 0.02% 361
2021
Q1 		$269K Buy
+678
New +$248K 0.02% 365

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Exencial Wealth Advisors's EPAM Position: Q3 2021 in Review

Exencial Wealth Advisors sold out of EPAM Systems (EPAM) in Q3 2021, closing a stake of 678 shares — an estimated $346K sold.

Exencial Wealth Advisors first reported a position in EPAM in Q1 2021 and held it in 2 quarters. The position peaked at $346K in Q2 2021. 603 funds tracked by Wall St. Rank hold EPAM as of Q3 2021.

  • Exencial Wealth Advisors reported no remaining EPAM Systems position as of Q3 2021 after selling out during the quarter.
  • Exencial Wealth Advisors sold 678 EPAM Systems shares in Q3 2021, an estimated $346K.
  • Exencial Wealth Advisors first reported a position in EPAM Systems in Q1 2021 and held it in 2 quarters.
  • Exencial Wealth Advisors's EPAM Systems position peaked at $346K in Q2 2021.
  • 603 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2021.

Based on Exencial Wealth Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.