Next Financial Group’s EPAM Systems EPAM Stock Holding History

Next Financial 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
2021 Q4	$1K	Sell	2 -12	-86%	-$7.72K	﹤0.01%	2722
2021 Q3	$8K	Sell	14 -8	-36%	-$4.71K	﹤0.01%	2088
2021 Q2	$11K	Buy	+22	New	+$10.3K	﹤0.01%	1946
2021 Q1	–	Sell	-3	Closed	-$1K	–	2551
2020 Q4	$1K	Sell	3 -155	-98%	-$51.7K	﹤0.01%	2262
2020 Q3	$51K	Buy	+158	New	+$47.2K	0.01%	1100
2019 Q4	–	Sell	-10	Closed	-$2K	–	2399
2019 Q3	$2K	Hold	10	–	–	﹤0.01%	2103
2019 Q2	$2K	Buy	+10	New	+$1.72K	﹤0.01%	2108
2019 Q1	–	Sell	-4	Closed	–	–	1739
2018 Q4	$0	Buy	+4	New	+$491	﹤0.01%	1988

Other funds holding EPAM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Next Financial Group's EPAM Position: Q4 2021 in Review

Next Financial Group reduced its EPAM Systems (EPAM) stake by 86% in Q4 2021, selling an estimated $7.72K and leaving 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2722.

Next Financial Group first reported a position in EPAM in Q4 2018 and has held it in 8 quarters since. The position peaked at $51K in Q3 2020. 691 funds tracked by Wall St. Rank hold EPAM as of Q4 2021.

Next Financial Group held 2 shares of EPAM Systems worth $1K as of Q4 2021.
Next Financial Group sold 12 EPAM Systems shares in Q4 2021, an estimated $7.72K.
EPAM Systems made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2722 holding.
Next Financial Group first reported a position in EPAM Systems in Q4 2018 and has held it in 8 quarters since.
Next Financial Group's EPAM Systems position peaked at $51K in Q3 2020.
691 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.