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Glassman Wealth Services’s EPAM Systems EPAM Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-37
Closed -$11K – 714
2023
Q4 		$11K Sell
37
-27
-42% -$6.85K ﹤0.01% 855
2023
Q3 		$16.4K Buy
64
+6
+10% +$1.48K ﹤0.01% 711
2023
Q2 		$13K Buy
58
+24
+71% +$6.04K ﹤0.01% 744
2023
Q1 		$10.2K Sell
34
-21
-38% -$6.76K ﹤0.01% 814
2022
Q4 		$18K Sell
55
-2
-4% -$680 ﹤0.01% 687
2022
Q3 		$21K Buy
57
+26
+84% +$9.95K ﹤0.01% 600
2022
Q2 		$9K Buy
31
+12
+63% +$3.67K ﹤0.01% 843
2022
Q1 		$6K Buy
19
+5
+36% +$1.96K ﹤0.01% 956
2021
Q4 		$9K Buy
14
+10
+250% +$6.44K ﹤0.01% 822
2021
Q3 		$2K Hold
4
– – ﹤0.01% 1157
2021
Q2 		$2K Hold
4
– – ﹤0.01% 1137
2021
Q1 		$2K Buy
4
+1
+33% +$366 ﹤0.01% 1085
2020
Q4 		$1K Hold
3
– – ﹤0.01% 1195
2020
Q3 		$1K Hold
3
– – ﹤0.01% 1138
2020
Q2 		$1K Hold
3
– – ﹤0.01% 1004
2020
Q1 		$1K Hold
3
– – ﹤0.01% 858
2019
Q4 		$1K Buy
+3
New +$590 ﹤0.01% 903

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Glassman Wealth Services's EPAM Position: Q1 2024 in Review

Glassman Wealth Services sold out of EPAM Systems (EPAM) in Q1 2024, closing a stake of 37 shares — an estimated $11K sold.

Glassman Wealth Services first reported a position in EPAM in Q4 2019 and held it in 17 quarters. The position peaked at $21K in Q3 2022. 569 funds tracked by Wall St. Rank hold EPAM as of Q1 2024.

  • Glassman Wealth Services reported no remaining EPAM Systems position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 37 EPAM Systems shares in Q1 2024, an estimated $11K.
  • Glassman Wealth Services first reported a position in EPAM Systems in Q4 2019 and held it in 17 quarters.
  • Glassman Wealth Services's EPAM Systems position peaked at $21K in Q3 2022.
  • 569 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.