GeoWealth Management’s EPAM Systems EPAM Stock Holding History

GeoWealth 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
2024 Q4	–	Sell	-2,873	Closed	-$572K	–	1819
2024 Q3	$572K	Buy	+2,873	New	+$576K	0.02%	439

Other funds holding EPAM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

GeoWealth Management's EPAM Position: Q4 2024 in Review

GeoWealth Management sold out of EPAM Systems (EPAM) in Q4 2024, closing a stake of 2,873 shares — an estimated $572K sold.

GeoWealth Management first reported a position in EPAM in Q3 2024 and held it in 1 quarter. The position peaked at $572K in Q3 2024. 630 funds tracked by Wall St. Rank hold EPAM as of Q4 2024.

GeoWealth Management reported no remaining EPAM Systems position as of Q4 2024 after selling out during the quarter.
GeoWealth Management sold 2,873 EPAM Systems shares in Q4 2024, an estimated $572K.
GeoWealth Management first reported a position in EPAM Systems in Q3 2024 and held it in 1 quarter.
GeoWealth Management's EPAM Systems position peaked at $572K in Q3 2024.
630 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.