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Holistic Financial Partners’s EPAM Systems EPAM Stock Holding History

Holistic Financial Partners’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
2022
Q1 		– Sell
-323
Closed -$216K – 125
2021
Q4 		$216K Buy
+323
New +$208K 0.13% 104

Other funds holding EPAM

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holistic Financial Partners's EPAM Position: Q1 2022 in Review

Holistic Financial Partners sold out of EPAM Systems (EPAM) in Q1 2022, closing a stake of 323 shares — an estimated $216K sold.

Holistic Financial Partners first reported a position in EPAM in Q4 2021 and held it in 1 quarter. The position peaked at $216K in Q4 2021. 571 funds tracked by Wall St. Rank hold EPAM as of Q1 2022.

  • Holistic Financial Partners reported no remaining EPAM Systems position as of Q1 2022 after selling out during the quarter.
  • Holistic Financial Partners sold 323 EPAM Systems shares in Q1 2022, an estimated $216K.
  • Holistic Financial Partners first reported a position in EPAM Systems in Q4 2021 and held it in 1 quarter.
  • Holistic Financial Partners's EPAM Systems position peaked at $216K in Q4 2021.
  • 571 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2022.

Based on Holistic Financial Partners's 13F filing for Q1 2022, filed 13 May 2022.