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National Wealth Management Group’s EPAM Systems EPAM Stock Holding History

National Wealth Management Group’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
2023
Q2 		– Sell
-907
Closed -$208K – 139
2023
Q1 		$208K Sell
907
-25
-3% -$8.05K 0.24% 124
2022
Q4 		$305K Sell
932
-1,222
-57% -$415K 0.37% 90
2022
Q3 		$780K Buy
2,154
+988
+85% +$378K 1.01% 23
2022
Q2 		$344K Buy
+1,166
New +$356K 0.43% 63

Other funds holding EPAM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

National Wealth Management Group's EPAM Position: Q2 2023 in Review

National Wealth Management Group sold out of EPAM Systems (EPAM) in Q2 2023, closing a stake of 907 shares — an estimated $208K sold.

National Wealth Management Group first reported a position in EPAM in Q2 2022 and held it in 4 quarters. The position peaked at $780K in Q3 2022. 505 funds tracked by Wall St. Rank hold EPAM as of Q2 2023.

  • National Wealth Management Group reported no remaining EPAM Systems position as of Q2 2023 after selling out during the quarter.
  • National Wealth Management Group sold 907 EPAM Systems shares in Q2 2023, an estimated $208K.
  • National Wealth Management Group first reported a position in EPAM Systems in Q2 2022 and held it in 4 quarters.
  • National Wealth Management Group's EPAM Systems position peaked at $780K in Q3 2022.
  • 505 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2023.

Based on National Wealth Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.