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Richardson Financial Services’s EPAM Systems EPAM Stock Holding History

Richardson Financial Services’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
-6
Closed -$1.16K – 627
2024
Q3 		$1.16K Buy
6
+3
+100% +$601 ﹤0.01% 548
2024
Q2 		$564 Sell
3
-2
-40% -$426 ﹤0.01% 562
2024
Q1 		$1.38K Buy
+5
New +$1.47K ﹤0.01% 520

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 $3.38T AUM 44.17% 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

Richardson Financial Services's EPAM Position: Q4 2024 in Review

Richardson Financial Services sold out of EPAM Systems (EPAM) in Q4 2024, closing a stake of 6 shares — an estimated $1.16K sold.

Richardson Financial Services first reported a position in EPAM in Q1 2024 and held it in 3 quarters. The position peaked at $1.38K in Q1 2024. 630 funds tracked by Wall St. Rank hold EPAM as of Q4 2024.

  • Richardson Financial Services reported no remaining EPAM Systems position as of Q4 2024 after selling out during the quarter.
  • Richardson Financial Services sold 6 EPAM Systems shares in Q4 2024, an estimated $1.16K.
  • Richardson Financial Services first reported a position in EPAM Systems in Q1 2024 and held it in 3 quarters.
  • Richardson Financial Services's EPAM Systems position peaked at $1.38K in Q1 2024.
  • 630 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2024.

Based on Richardson Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.