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Financial Advocates Investment Management’s EPAM Systems EPAM Stock Holding History

Financial Advocates Investment 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
2023
Q2 		– Sell
-676
Closed -$202K – 711
2023
Q1 		$202K Sell
676
-432
-39% -$139K 0.01% 686
2022
Q4 		$363K Buy
1,108
+522
+89% +$177K 0.03% 514
2022
Q3 		$211K Sell
586
-315
-35% -$121K 0.02% 667
2022
Q2 		$266K Buy
+901
New +$275K 0.02% 541

Other funds holding EPAM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Advocates Investment Management's EPAM Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of EPAM Systems (EPAM) in Q2 2023, closing a stake of 676 shares — an estimated $202K sold.

Financial Advocates Investment Management first reported a position in EPAM in Q2 2022 and held it in 4 quarters. The position peaked at $363K in Q4 2022. 506 funds tracked by Wall St. Rank hold EPAM as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining EPAM Systems position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 676 EPAM Systems shares in Q2 2023, an estimated $202K.
  • Financial Advocates Investment Management first reported a position in EPAM Systems in Q2 2022 and held it in 4 quarters.
  • Financial Advocates Investment Management's EPAM Systems position peaked at $363K in Q4 2022.
  • 506 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.