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JNBA Financial Advisors’s EPAM Systems EPAM Stock Holding History

JNBA Financial 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
2022
Q3 		– Sell
-15
Closed -$4K – 703
2022
Q2 		$4K Hold
15
– – ﹤0.01% 579
2022
Q1 		$4K Hold
15
– – ﹤0.01% 570
2021
Q4 		$10K Buy
+15
New +$9.65K ﹤0.01% 525
2021
Q1 		– Sell
-62
Closed -$22K – 653
2020
Q4 		$22K Hold
62
– – ﹤0.01% 355
2020
Q3 		$20K Hold
62
– – ﹤0.01% 341
2020
Q2 		$16K Hold
62
– – ﹤0.01% 359
2020
Q1 		$12K Hold
62
– – ﹤0.01% 364
2019
Q4 		$13K Buy
+62
New +$12.2K ﹤0.01% 403

Other funds holding EPAM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

JNBA Financial Advisors's EPAM Position: Q3 2022 in Review

JNBA Financial Advisors sold out of EPAM Systems (EPAM) in Q3 2022, closing a stake of 15 shares — an estimated $4K sold.

JNBA Financial Advisors first reported a position in EPAM in Q4 2019 and held it in 8 quarters. The position peaked at $22K in Q4 2020. 592 funds tracked by Wall St. Rank hold EPAM as of Q3 2022.

  • JNBA Financial Advisors reported no remaining EPAM Systems position as of Q3 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 15 EPAM Systems shares in Q3 2022, an estimated $4K.
  • JNBA Financial Advisors first reported a position in EPAM Systems in Q4 2019 and held it in 8 quarters.
  • JNBA Financial Advisors's EPAM Systems position peaked at $22K in Q4 2020.
  • 592 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2022.

Based on JNBA Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.