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Mission Wealth Management’s EPAM Systems EPAM Stock Holding History

Mission 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
-1,103
Closed -$305K – 690
2024
Q1 		$305K Buy
1,103
+401
+57% +$118K 0.01% 550
2023
Q4 		$209K Sell
702
-349
-33% -$88.6K 0.01% 541
2023
Q3 		$269K Buy
+1,051
New +$260K 0.01% 458
2023
Q2 		– Sell
-716
Closed -$214K – 555
2023
Q1 		$214K Buy
+716
New +$231K 0.01% 494

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Mission Wealth Management's EPAM Position: Q2 2024 in Review

Mission Wealth Management sold out of EPAM Systems (EPAM) in Q2 2024, closing a stake of 1,103 shares — an estimated $305K sold.

Mission Wealth Management first reported a position in EPAM in Q1 2023 and held it in 4 quarters. The position peaked at $305K in Q1 2024. 535 funds tracked by Wall St. Rank hold EPAM as of Q2 2024.

  • Mission Wealth Management reported no remaining EPAM Systems position as of Q2 2024 after selling out during the quarter.
  • Mission Wealth Management sold 1,103 EPAM Systems shares in Q2 2024, an estimated $305K.
  • Mission Wealth Management first reported a position in EPAM Systems in Q1 2023 and held it in 4 quarters.
  • Mission Wealth Management's EPAM Systems position peaked at $305K in Q1 2024.
  • 535 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2024.

Based on Mission Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.