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Laird Norton Wetherby Wealth Management’s EPAM Systems EPAM Stock Holding History

Laird Norton Wetherby Wealth Management’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
Q2 		– Sell
-853
Closed -$236K – 942
2024
Q1 		$236K Sell
853
-230
-21% -$67.7K 0.01% 823
2023
Q4 		$322K Sell
1,083
-493
-31% -$125K 0.02% 700
2023
Q3 		$403K Buy
1,576
+154
+11% +$38K 0.02% 595
2023
Q2 		$320K Sell
1,422
-74
-5% -$18.6K 0.02% 691
2023
Q1 		$447K Sell
1,496
-141
-9% -$45.4K 0.03% 577
2022
Q4 		$537K Sell
1,637
-37
-2% -$12.6K 0.03% 498
2022
Q3 		$606K Buy
1,674
+568
+51% +$217K 0.04% 423
2022
Q2 		$326K Buy
+1,106
New +$338K 0.02% 647
2022
Q1 		– Sell
-745
Closed -$498K – 939
2021
Q4 		$498K Buy
745
+102
+16% +$65.7K 0.03% 525
2021
Q3 		$367K Sell
643
-342
-35% -$201K 0.02% 624
2021
Q2 		$503K Sell
985
-343
-26% -$161K 0.03% 510
2021
Q1 		$527K Sell
1,328
-115
-8% -$42.1K 0.04% 420
2020
Q4 		$517K Sell
1,443
-869
-38% -$290K 0.04% 450
2020
Q3 		$748K Buy
2,312
+608
+36% +$182K 0.07% 283
2020
Q2 		$430K Buy
1,704
+1
+0.1% +$220 0.04% 399
2020
Q1 		$316K Buy
1,703
+424
+33% +$91.6K 0.04% 440
2019
Q4 		$271K Buy
1,279
+93
+8% +$18.3K 0.03% 567
2019
Q3 		$216K Sell
1,186
-1,118
-49% -$210K 0.02% 635
2019
Q2 		$398K Sell
2,304
-131
-5% -$22.6K 0.04% 455
2019
Q1 		$412K Buy
+2,435
New +$365K 0.05% 412
2018
Q4 		– Sell
-1,592
Closed -$219K – 658
2018
Q3 		$219K Buy
+1,592
New +$214K 0.03% 602

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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's EPAM Position: Q2 2024 in Review

Laird Norton Wetherby Wealth Management sold out of EPAM Systems (EPAM) in Q2 2024, closing a stake of 853 shares — an estimated $236K sold.

Laird Norton Wetherby Wealth Management first reported a position in EPAM in Q3 2018 and held it in 21 quarters. The position peaked at $748K in Q3 2020. 536 funds tracked by Wall St. Rank hold EPAM as of Q2 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining EPAM Systems position as of Q2 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 853 EPAM Systems shares in Q2 2024, an estimated $236K.
  • Laird Norton Wetherby Wealth Management first reported a position in EPAM Systems in Q3 2018 and held it in 21 quarters.
  • Laird Norton Wetherby Wealth Management's EPAM Systems position peaked at $748K in Q3 2020.
  • 536 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.