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HCR Wealth Advisors’s EPAM Systems EPAM Stock Holding History

HCR 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
2023
Q3 		– Sell
-3,177
Closed -$714K – 177
2023
Q2 		$714K Sell
3,177
-161
-5% -$40.5K 0.13% 94
2023
Q1 		$998K Buy
3,338
+23
+0.7% +$7.41K 0.2% 81
2022
Q4 		$1.09M Sell
3,315
-474
-13% -$161K 0.23% 77
2022
Q3 		$1.37M Sell
3,789
-46
-1% -$17.6K 0.29% 69
2022
Q2 		$1.13M Sell
3,835
-47
-1% -$14.4K 0.23% 77
2022
Q1 		$1.15M Buy
3,882
+93
+2% +$36.5K 0.19% 85
2021
Q4 		$2.53M Sell
3,789
-154
-4% -$99.1K 0.39% 61
2021
Q3 		$2.25M Buy
3,943
+65
+2% +$38.2K 0.38% 63
2021
Q2 		$1.98M Buy
3,878
+175
+5% +$82K 0.34% 67
2021
Q1 		$1.47M Buy
3,703
+46
+1% +$16.8K 0.29% 76
2020
Q4 		$1.31M Buy
3,657
+356
+11% +$119K 0.27% 74
2020
Q3 		$1.07M Buy
3,301
+391
+13% +$117K 0.24% 75
2020
Q2 		$736K Sell
2,910
-202
-6% -$44.5K 0.17% 84
2020
Q1 		$578K Buy
3,112
+24
+0.8% +$5.18K 0.17% 85
2019
Q4 		$655K Buy
3,088
+19
+0.6% +$3.74K 0.16% 87
2019
Q3 		$556K Buy
3,069
+701
+30% +$132K 0.18% 87
2019
Q2 		$410K Sell
2,368
-1,352
-36% -$233K 0.12% 112
2019
Q1 		$427K Sell
3,720
-2,109
-36% -$316K 0.12% 116
2018
Q4 		$676K Buy
5,829
+20
+0.3% +$2.45K 0.22% 84
2018
Q3 		$704K Buy
5,809
+818
+16% +$110K 0.23% 86
2018
Q2 		$624K Buy
4,991
+94
+2% +$11.3K 0.2% 94
2018
Q1 		$561K Buy
4,897
+36
+0.7% +$4.12K 0.19% 103
2017
Q4 		$522K Sell
4,861
-148
-3% -$14.6K 0.18% 104
2017
Q3 		$440K Buy
+5,009
New +$418K 0.19% 104

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HCR Wealth Advisors's EPAM Position: Q3 2023 in Review

HCR Wealth Advisors sold out of EPAM Systems (EPAM) in Q3 2023, closing a stake of 3,177 shares — an estimated $714K sold.

HCR Wealth Advisors first reported a position in EPAM in Q3 2017 and held it in 24 quarters. The position peaked at $2.53M in Q4 2021. 515 funds tracked by Wall St. Rank hold EPAM as of Q3 2023.

  • HCR Wealth Advisors reported no remaining EPAM Systems position as of Q3 2023 after selling out during the quarter.
  • HCR Wealth Advisors sold 3,177 EPAM Systems shares in Q3 2023, an estimated $714K.
  • HCR Wealth Advisors first reported a position in EPAM Systems in Q3 2017 and held it in 24 quarters.
  • HCR Wealth Advisors's EPAM Systems position peaked at $2.53M in Q4 2021.
  • 515 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2023.

Based on HCR Wealth Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.