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

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

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

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

Capital World Investors

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return