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Personal CFO Solutions’s EPAM Systems EPAM Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-1,436
Closed -$286K – 505
2024
Q3 		$286K Buy
1,436
+320
+29% +$64.1K 0.04% 440
2024
Q2 		$210K Sell
1,116
-471
-30% -$100K 0.03% 494
2024
Q1 		$438K Sell
1,587
-1
-0.1% -$294 0.07% 286
2023
Q4 		$472K Sell
1,588
-16
-1% -$4.06K 0.08% 238
2023
Q3 		$410K Sell
1,604
-197
-11% -$48.7K 0.08% 239
2023
Q2 		$405K Sell
1,801
-11
-0.6% -$2.77K 0.08% 254
2023
Q1 		$542K Sell
1,812
-466
-20% -$150K 0.11% 180
2022
Q4 		$747K Sell
2,278
-115
-5% -$39.1K 0.16% 126
2022
Q3 		$867K Buy
2,393
+843
+54% +$323K 0.22% 86
2022
Q2 		$457K Sell
1,550
-53
-3% -$16.2K 0.11% 168
2022
Q1 		$475K Sell
1,603
-79
-5% -$31K 0.09% 209
2021
Q4 		$1.12M Sell
1,682
-24
-1% -$15.4K 0.21% 101
2021
Q3 		$973K Sell
1,706
-61
-3% -$35.9K 0.2% 105
2021
Q2 		$903K Buy
+1,767
New +$828K 0.18% 112

Other funds holding EPAM

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Personal CFO Solutions's EPAM Position: Q4 2024 in Review

Personal CFO Solutions sold out of EPAM Systems (EPAM) in Q4 2024, closing a stake of 1,436 shares — an estimated $286K sold.

Personal CFO Solutions first reported a position in EPAM in Q2 2021 and held it in 14 quarters. The position peaked at $1.12M in Q4 2021. 630 funds tracked by Wall St. Rank hold EPAM as of Q4 2024.

  • Personal CFO Solutions reported no remaining EPAM Systems position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 1,436 EPAM Systems shares in Q4 2024, an estimated $286K.
  • Personal CFO Solutions first reported a position in EPAM Systems in Q2 2021 and held it in 14 quarters.
  • Personal CFO Solutions's EPAM Systems position peaked at $1.12M in Q4 2021.
  • 630 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.