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Focused Wealth Management’s EPAM Systems EPAM Stock Holding History

Focused Wealth 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
Q1 		– Sell
-1
Closed -$328 – 1074
2022
Q4 		$328 Buy
+1
New +$340 ﹤0.01% 987

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Focused Wealth Management's EPAM Position: Q1 2023 in Review

Focused Wealth Management sold out of EPAM Systems (EPAM) in Q1 2023, closing a stake of 1 share — an estimated $328 sold.

Focused Wealth Management first reported a position in EPAM in Q4 2022 and held it in 1 quarter. The position peaked at $328 in Q4 2022. 570 funds tracked by Wall St. Rank hold EPAM as of Q1 2023.

  • Focused Wealth Management reported no remaining EPAM Systems position as of Q1 2023 after selling out during the quarter.
  • Focused Wealth Management sold 1 EPAM Systems share in Q1 2023, an estimated $328.
  • Focused Wealth Management first reported a position in EPAM Systems in Q4 2022 and held it in 1 quarter.
  • Focused Wealth Management's EPAM Systems position peaked at $328 in Q4 2022.
  • 570 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.