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Fiduciary Alliance’s EPAM Systems EPAM Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-1
Closed -$225 – 399
2023
Q2 		$225 Buy
+1
New +$252 ﹤0.01% 966
2023
Q1 		– Sell
-1
Closed -$328 – 362
2022
Q4 		$328 Buy
+1
New +$340 ﹤0.01% 874

Other funds holding EPAM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiduciary Alliance's EPAM Position: Q3 2023 in Review

Fiduciary Alliance sold out of EPAM Systems (EPAM) in Q3 2023, closing a stake of 1 share — an estimated $225 sold.

Fiduciary Alliance first reported a position in EPAM in Q4 2022 and held it in 2 quarters. The position peaked at $328 in Q4 2022. 515 funds tracked by Wall St. Rank hold EPAM as of Q3 2023.

  • Fiduciary Alliance reported no remaining EPAM Systems position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 1 EPAM Systems share in Q3 2023, an estimated $225.
  • Fiduciary Alliance first reported a position in EPAM Systems in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's EPAM Systems position peaked at $328 in Q4 2022.
  • 515 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.