Robertson Stephens Wealth Management’s EPAM Systems EPAM Stock Holding History

Robertson Stephens Wealth Management’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
2023 Q3	–	Sell	-900	Closed	-$202K	–	450
2023 Q2	$202K	Hold	900	–	–	0.01%	406
2023 Q1	$269K	Hold	900	–	–	0.02%	381
2022 Q4	$295K	Hold	900	–	–	0.03%	334
2022 Q3	$325K	Sell	900 -306	-25%	-$117K	0.03%	268
2022 Q2	$355K	Buy	1,206 +6	+0.5%	+$1.83K	0.03%	281
2022 Q1	$355K	Buy	+1,200	New	+$471K	0.03%	289

Other funds holding EPAM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Robertson Stephens Wealth Management's EPAM Position: Q3 2023 in Review

Robertson Stephens Wealth Management sold out of EPAM Systems (EPAM) in Q3 2023, closing a stake of 900 shares — an estimated $202K sold.

Robertson Stephens Wealth Management first reported a position in EPAM in Q1 2022 and held it in 6 quarters. The position peaked at $355K in Q2 2022. 515 funds tracked by Wall St. Rank hold EPAM as of Q3 2023.

Robertson Stephens Wealth Management reported no remaining EPAM Systems position as of Q3 2023 after selling out during the quarter.
Robertson Stephens Wealth Management sold 900 EPAM Systems shares in Q3 2023, an estimated $202K.
Robertson Stephens Wealth Management first reported a position in EPAM Systems in Q1 2022 and held it in 6 quarters.
Robertson Stephens Wealth Management's EPAM Systems position peaked at $355K in Q2 2022.
515 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.