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IAG Wealth Partners’s EPAM Systems EPAM Stock Holding History

IAG Wealth 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
2024
Q1 		– Sell
-40
Closed -$11.9K – 451
2023
Q4 		$11.9K Hold
40
– – ﹤0.01% 286
2023
Q3 		$10.2K Hold
40
– – ﹤0.01% 295
2023
Q2 		$8.99K Hold
40
– – ﹤0.01% 323
2023
Q1 		$12K Hold
40
– – ﹤0.01% 285
2022
Q4 		$13.1K Hold
40
– – ﹤0.01% 258
2022
Q3 		$14K Hold
40
– – ﹤0.01% 238
2022
Q2 		$12K Hold
40
– – ﹤0.01% 256
2022
Q1 		$12K Hold
40
– – ﹤0.01% 279
2021
Q4 		$27K Hold
40
– – 0.01% 185
2021
Q3 		$23K Hold
40
– – 0.01% 189
2021
Q2 		$21K Hold
40
– – 0.01% 189
2021
Q1 		$16K Hold
40
– – 0.01% 202
2020
Q4 		$15K Hold
40
– – 0.01% 190
2020
Q3 		$13K Hold
40
– – 0.01% 196
2020
Q2 		$11K Hold
40
– – 0.01% 209
2020
Q1 		$8K Hold
40
– – 0.01% 231
2019
Q4 		$9K Buy
+40
New +$7.87K 0.01% 269

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

IAG Wealth Partners's EPAM Position: Q1 2024 in Review

IAG Wealth Partners sold out of EPAM Systems (EPAM) in Q1 2024, closing a stake of 40 shares — an estimated $11.9K sold.

IAG Wealth Partners first reported a position in EPAM in Q4 2019 and held it in 17 quarters. The position peaked at $27K in Q4 2021. 569 funds tracked by Wall St. Rank hold EPAM as of Q1 2024.

  • IAG Wealth Partners reported no remaining EPAM Systems position as of Q1 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 40 EPAM Systems shares in Q1 2024, an estimated $11.9K.
  • IAG Wealth Partners first reported a position in EPAM Systems in Q4 2019 and held it in 17 quarters.
  • IAG Wealth Partners's EPAM Systems position peaked at $27K in Q4 2021.
  • 569 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2024.

Based on IAG Wealth Partners's 13F filing for Q1 2024, filed 24 Apr 2024.