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Reilly Financial Advisors’s EPAM Systems EPAM Stock Holding History

Reilly Financial 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
Q4 		$2K Buy
+3
New +$1.93K ﹤0.01% 979
2018
Q1 		– Sell
-207
Closed -$22K – 998
2017
Q4 		$22K Hold
207
– – ﹤0.01% 489
2017
Q3 		$18K Hold
207
– – ﹤0.01% 520
2017
Q2 		$17K Hold
207
– – ﹤0.01% 536
2017
Q1 		$16K Buy
+207
New +$14.4K ﹤0.01% 517

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Reilly Financial Advisors's EPAM Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in EPAM Systems (EPAM) in Q4 2021: 3 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #979 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in EPAM as recently as Q4 2017.

Reilly Financial Advisors first reported a position in EPAM in Q1 2017 and has held it in 5 quarters since. The position peaked at $22K in Q4 2017. 691 funds tracked by Wall St. Rank hold EPAM as of Q4 2021.

  • Reilly Financial Advisors held 3 shares of EPAM Systems worth $2K as of Q4 2021.
  • EPAM Systems was a new Reilly Financial Advisors position in Q4 2021.
  • EPAM Systems made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #979 holding.
  • Reilly Financial Advisors first reported a position in EPAM Systems in Q1 2017 and has held it in 5 quarters since.
  • Reilly Financial Advisors's EPAM Systems position peaked at $22K in Q4 2017.
  • 691 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.