First Trust Direct Indexing’s EPAM Systems EPAM Stock Holding History

First Trust Direct Indexing’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	-883	Closed	-$244K	–	922
2024 Q1	$244K	Buy	883 +106	+14%	+$31.2K	0.02%	670
2023 Q4	$231K	Buy	+777	New	+$197K	0.02%	661
2023 Q2	–	Sell	-815	Closed	-$244K	–	720
2023 Q1	$244K	Sell	815 -422	-34%	-$136K	0.03%	602
2022 Q4	$405K	Sell	1,237 -147	-11%	-$50K	0.05%	433
2022 Q3	$501K	Sell	1,384 -628	-31%	-$240K	0.07%	341
2022 Q2	$593K	Buy	2,012 +376	+23%	+$115K	0.08%	307
2022 Q1	$485K	Sell	1,636 -89	-5%	-$34.9K	0.06%	377
2021 Q4	$1.15M	Buy	1,725 +730	+73%	+$470K	0.15%	158
2021 Q3	$568K	Buy	995 +252	+34%	+$148K	0.08%	311
2021 Q2	$380K	Buy	+743	New	+$348K	0.06%	399

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

First Trust Direct Indexing's EPAM Position: Q2 2024 in Review

First Trust Direct Indexing sold out of EPAM Systems (EPAM) in Q2 2024, closing a stake of 883 shares — an estimated $244K sold.

First Trust Direct Indexing first reported a position in EPAM in Q2 2021 and held it in 10 quarters. The position peaked at $1.15M in Q4 2021. 535 funds tracked by Wall St. Rank hold EPAM as of Q2 2024.

First Trust Direct Indexing reported no remaining EPAM Systems position as of Q2 2024 after selling out during the quarter.
First Trust Direct Indexing sold 883 EPAM Systems shares in Q2 2024, an estimated $244K.
First Trust Direct Indexing first reported a position in EPAM Systems in Q2 2021 and held it in 10 quarters.
First Trust Direct Indexing's EPAM Systems position peaked at $1.15M in Q4 2021.
535 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2024.

Based on First Trust Direct Indexing's 13F filing for Q2 2024, filed 5 Aug 2024.