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Laurel Wealth Advisors (California)’s EPAM Systems EPAM Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$225K Sell
688
-45
-6% -$15.3K 0.02% 599
2022
Q3 		$265K Buy
+733
New +$280K 0.03% 521
2022
Q2 		– Sell
-785
Closed -$233K – 682
2022
Q1 		$233K Sell
785
-846
-52% -$332K 0.02% 667
2021
Q4 		$1.09M Buy
+1,631
New +$1.05M 0.08% 236

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Laurel Wealth Advisors (California)'s EPAM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its EPAM Systems (EPAM) stake by 6.1% in Q4 2022, selling an estimated $15.3K and leaving 688 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #599.

Laurel Wealth Advisors (California) first reported a position in EPAM in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.09M in Q4 2021. 612 funds tracked by Wall St. Rank hold EPAM as of Q4 2022.

  • Laurel Wealth Advisors (California) held 688 shares of EPAM Systems worth $225K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 45 EPAM Systems shares in Q4 2022, an estimated $15.3K.
  • EPAM Systems made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #599 holding.
  • Laurel Wealth Advisors (California) first reported a position in EPAM Systems in Q4 2021 and has held it in 4 quarters since.
  • Laurel Wealth Advisors (California)'s EPAM Systems position peaked at $1.09M in Q4 2021.
  • 612 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.