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Liberty Wealth Management’s EPAM Systems EPAM Stock Holding History

Liberty 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
2021
Q4 		– Sell
-14
Closed -$9K – 442
2021
Q3 		$9K Buy
14
+7
+100% +$4.12K ﹤0.01% 835
2021
Q2 		$4K Buy
+7
New +$3.28K ﹤0.01% 826

Other funds holding EPAM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Liberty Wealth Management's EPAM Position: Q4 2021 in Review

Liberty Wealth Management sold out of EPAM Systems (EPAM) in Q4 2021, closing a stake of 14 shares — an estimated $9K sold.

Liberty Wealth Management first reported a position in EPAM in Q2 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 691 funds tracked by Wall St. Rank hold EPAM as of Q4 2021.

  • Liberty Wealth Management reported no remaining EPAM Systems position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 14 EPAM Systems shares in Q4 2021, an estimated $9K.
  • Liberty Wealth Management first reported a position in EPAM Systems in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's EPAM Systems position peaked at $9K in Q3 2021.
  • 691 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.