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Regent Peak Wealth Advisors’s EPAM Systems EPAM Stock Holding History

Regent Peak Wealth Advisors’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
Q1 		– Sell
-114
Closed -$41K – 399
2020
Q4 		$41K Buy
+114
New +$38K 0.01% 337

Other funds holding EPAM

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Regent Peak Wealth Advisors's EPAM Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of EPAM Systems (EPAM) in Q1 2021, closing a stake of 114 shares — an estimated $41K sold.

Regent Peak Wealth Advisors first reported a position in EPAM in Q4 2020 and held it in 1 quarter. The position peaked at $41K in Q4 2020. 486 funds tracked by Wall St. Rank hold EPAM as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining EPAM Systems position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 114 EPAM Systems shares in Q1 2021, an estimated $41K.
  • Regent Peak Wealth Advisors first reported a position in EPAM Systems in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's EPAM Systems position peaked at $41K in Q4 2020.
  • 486 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.