Financial Synergies Wealth Advisors’s EPAM Systems EPAM Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-12	Closed	-$3.31K	–	183
2024 Q1	$3.31K	Hold	12	–	–	﹤0.01%	287
2023 Q4	$3.93K	Hold	12	–	–	﹤0.01%	224
2023 Q3	$3.07K	Hold	12	–	–	﹤0.01%	282
2023 Q2	$2.7K	Hold	12	–	–	﹤0.01%	282
2023 Q1	$3.59K	Hold	12	–	–	﹤0.01%	279
2022 Q4	$3.93K	Hold	12	–	–	﹤0.01%	224
2022 Q3	$4.35K	Hold	12	–	–	﹤0.01%	193
2022 Q2	$3.54K	Buy	+12	New	+$3.67K	﹤0.01%	205

Other funds holding EPAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Financial Synergies Wealth Advisors's EPAM Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of EPAM Systems (EPAM) in Q2 2024, closing a stake of 12 shares — an estimated $3.31K sold.

Financial Synergies Wealth Advisors first reported a position in EPAM in Q2 2022 and held it in 8 quarters. The position peaked at $4.35K in Q3 2022. 535 funds tracked by Wall St. Rank hold EPAM as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining EPAM Systems position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 12 EPAM Systems shares in Q2 2024, an estimated $3.31K.
Financial Synergies Wealth Advisors first reported a position in EPAM Systems in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's EPAM Systems position peaked at $4.35K in Q3 2022.
535 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.