Napa Wealth Management’s EPAM Systems EPAM Stock Holding History

Napa 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 Q1	–	Sell	-1,399	Closed	-$416K	–	83
2023 Q4	$416K	Buy	+1,399	New	+$355K	0.23%	71

Other funds holding EPAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Napa Wealth Management's EPAM Position: Q1 2024 in Review

Napa Wealth Management sold out of EPAM Systems (EPAM) in Q1 2024, closing a stake of 1,399 shares — an estimated $416K sold.

Napa Wealth Management first reported a position in EPAM in Q4 2023 and held it in 1 quarter. The position peaked at $416K in Q4 2023. 569 funds tracked by Wall St. Rank hold EPAM as of Q1 2024.

Napa Wealth Management reported no remaining EPAM Systems position as of Q1 2024 after selling out during the quarter.
Napa Wealth Management sold 1,399 EPAM Systems shares in Q1 2024, an estimated $416K.
Napa Wealth Management first reported a position in EPAM Systems in Q4 2023 and held it in 1 quarter.
Napa Wealth Management's EPAM Systems position peaked at $416K in Q4 2023.
569 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2024.

Based on Napa Wealth Management's 13F filing for Q1 2024, filed 14 Aug 2024.